ADVANC: to report 1Q net profit on May 8, Bt6.79b consensus.

AMATA: Director, Viboon Kromadit, resigned from the company, effect from May 1.

Comment: He’s the been the key salesman for the company managing the relationships with, predominately, the Japanese customer base.

PTG: reaffirms solid 2Q from strong fuels sales volume on improved domestic travel, higher contribution from non-oil business, maintain 8-12% full year EBITDA growth target.

Comment: At one point I’m going to be big in this name again, but I’m still of the viewpoint that commodity prices are strong in 2H23 which are bad for their marketing margins.

PTT: Energy Regulatory Commission ordered to pay Bt4.3b compensation for gas delivery shortfall under daily contract quantity agreement during 4Q21 till 1Q22. PTT is expected to appeal as disruption caused by delay assets transfer due to legal dispute between Chevron and Dept of Mineral Fuels over who would pay for decommissioning of transferrable assets for Erawan gas field.

SIRI: reported 4M23 transfer topped Bt9.2b +28% yoy, supported by completion of 2 condos (XT Phayathai & XT Huaykwang condos) and 2 upmarket SDH projects (Narasiri & Burasiri Krunthepkritha).

Comment: Now if only they weren’t so cheeky with the land sales to the plc. – the industry knows about this …

Thai Credit Retail Bank (TCRB) submitted filing to sell IPO up to 347m shares (28.2% of paid-up), appointed CIMB (TH) to be FA.

TSR: company name changed to Sabuy Connext Tech, ticker changed to SBNEXT, effective May 9.

Comment: These two belong together.