ADVANC’s broadband unit, 3BBIF, restructuring loan with BBL, interest will be lowered from MLR to MLR -2.9% on Bt5.45b outstanding loan in accordance with BBL facility agreement.

BAM allots Bt8b budget to purchase bad debts this year, aims to scoop up Bt30b-Bt40b depending on quality, launch financial prog (Smart Garden Home), allows NPA buyers who unable to access financial support from banks to have access to credits, eyes Bt17b FY25 cash collection target.

Comment: Means that BAM is offering loans to their customers to fund the the customers purchases of NPA’s from BAM, now I understand the circular economy…

CPALL says no conclusion on Seven & I buyout, will be prudent in making investment decision to maximize benefits for shareholders, according to filing.

Comment: Prudent my left nut, when was the last time that they were prudent in any investment?

KBANK has no plans for buy back, keens on payout dividend, will use new venture with Bam (ARUN AMC) to purchase bad debts from the back, lifts ROE to 10% by end of FY26.

Comment: And there we go…will the PBV of thai banks return to 1.0 and higher?

OR sets Bt19b capex this year for IT and creating non-oil synergy, M&A, target 5K EV chargers within 5 years, and 3% revenue growth target.

Comment: Could be a turnaround play if oil prices go sub 60 (highly possible…for the first time in a while I dare not touch PTTEP)

PRM upbeats 1Q earnings from resumption of crew boats after maintenance in 4Q, new contract for Arthit field started from Jan 25,25, 1 VLCC & 1 FSU back in service, contribution from 2 hybrid crew boat for ADNOC boost earnings, 1 FSU to start operation for refinery client in Singapore from Mar.

PTTEP sets $21.2b capex plan over next 5 years, $20.8b will be used for O&G drilling & production, the rest will be used for renewable expansion & AI to improve drilling accuracy.

Comment: And some say there’s a pause in O&G Capex…nope….instead there’s a pause in the fake (green) energy capex…

VRANDA sees larger customer base from EU & US after signed contract with Marriot, sees benefits from loyalty programme and increase brand awareness

Comment: That’s interesting…but let’s see…