ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value.

Comment: Either this comes from ASP increases or from taking market share from True.

DMT targets new business venture to boost sustainable business growth, bid for M82-M5 rest area, sets 10% revenue growth target.

Comment: Yeah they want another concession – hello casino…

PTT mulls spinning off petrochem unit Allnex Holding GmbH to strengthen its biz. PTT, via PTTGC, acquired Allnex in 2021 for $4.75b to boost presence in high-value chemicals products.

TRUE sets 2-3% and 8-10% revenue and EBITDA growth target this year, Bt28-30b capex with plan to join bid for 2300MHz bandwidth, firms on >50% dividend payout.

Comment: Growing slow that AIS?! Yes….True is now #1…they are the market.

ASCO said >Bt400b of retail and mutual fund outflows oversea recorded last year, mulls plans to attract new industries to list on SET, will propose MoF early Mar on plan to convert LTF into Thai ESG.

Comment: Can’t attract new industries that don’t exist domestically. Now look at the timeline, if there is a new LTF/thai esg fund launched, you have a window to load up and liquidity to exit into, it’ll be similar the vayupak fund #3 launch.