ACG anticipates 1Q25 turnaround from surged traffic thru 15 branches of Fast Fit auto maintenance center supported by Easy E-Receipt shopping tax rebate, fluids & parts sales via online.

Comment: Just don’t see how they’ll become competitive in scale versus B-Quik.

STECON reported construction backlog topped 2 years high >Bt112b at end of FY24, mulls bidding additional project total Bt300b this year, aims to secure at least Bt40b, expects earnings pick up from 1Q thanks to revenue recognition from 30mw data center construction project.

Comment: It definitely pays to be in politics.

SYNEX upbeats sales outlook from surged demand for AI compatible mobile & PC, larger IT brands port under management, positive sales momentum from new Apple products launched in 4Q24 (Mac Mini, Ipad mini7, iPhone 16), expects corporate sales surged on IT spending, adding more gaming products to boost sales.

Comment: And there’s a bump coming this month w/ the government stimulus.