ADVANC: Central Admin Court dismissed National Telecom (NT)’s petition to claim Bt16.2b additional revenue share from roaming service from ADVANC. NT is eligible to file an appeal within 30 days.

Comment: There goes the neighbourhood gents, privatisation of all decent assets in Thailand continues.

BBL: collaboration with OR to provide green loan, Bualuang Green Solar Energy, for PTT Station operators to install solar rooftop at 2k retail stations nationwide.

BGRIM signed MOU with SCCC to develop 102mw solar rooftop & solar farm at cement production facilities in Saraburi province.

Comment: Well, Link was on the board of SCCC at one point.

DPAINT sees double digit revenue growth target next year, mulls new paint and construction chemical products for higher margins, and enters Vietnam market.

EA joins BCP in developing a sustainable aviation fuel (SAF), production in 1Q24, contributing to EA’s 20% revenue growth target next year.

Comment: Two dodgy firms get together to create revenue…and BCP does have the distribution channel via BAFS.

JAS: on SET trading curb, will trade on cash balance & exclude from credit limit (prohibited from using security as collateral in all types of account) from Dec 21 till Jan 10, 24.

Comment: It’s the time of the year for merry punting.

PTT’s profit may drop by Bt30b on new gas pricing structure, may have to pay pool gas price same as power producers, which is doubling the gulf of Thailand price it currently pays, while power plants may pay less, Tabloid.

SCG’s renewable subsidiary, Solarist Thungfai, signed a 25-yr PPA with EGAT to develop 27mw solar project, scheduled to cod within FY30.

TKN keeps 20% full year revenue growth target, sees positive seaweed snacks export momentum to Indonesia, China & US in 4Q, expects margin expand after revamp plant to automated production line, higher productivity & lower cost/unit, price hike by 5-7% on oversea sales open upside, OEM popcorn orders for MAJOR & new BBQ restaurant business, Mookatha 71, to boost growth next year.

Comment: Question mark on tax payments for next year, otherwise the company appears to have figured things out.