ADVANC’s expected to report Bt8.89b 4Q24 Net Profit, +27% yoy, fastest pace in last 5 quarters, supported both resilient mobile and broadband customers.

Comment: Just go to the AIS Serenade stores, you’ll see the cost cutting. Aren’t duopolies great?

INTUCH pays Bt6.54 special dividend, XD Feb 19. Its top holder, GULF, will book Bt8.8b dividend in 1Q, also pays interim Bt1.01 dps, XD Feb 19.

Comment: GULF is happy to get this cash…

KKP sees overall auto loans to shrink by double digits this year, after -11% last year, will focus on asset quality control while cautiously growing its loans port thru selective approval.

KKP sees improved credit costs this year from lower LLP on improved assets quality, sees healthy loan demand from hotel, mortgage and corporate, remains cautious credit approval, mulls expanding wealth & KKPAM to boost fee income, no plan to sell treasury shares back to market.

Comment: Financial repression. “Shut up, you ain’t getting a loan unless you’re amazing and pay high rates” “Shut up, we’re only paying you 1% on your deposits but lending out at 10%” “Shut up, we don’t care that you lost your job, we’re taking that car/house” = great for these stocks.

RT wins slope protection project for highway 1095 in Mae Hong Sorn from Dept of Highway valued at Bt83.14m.

SINGER sees meaningful turnaround in 2025 after paid Bt1.7b final tranche of CD on Feb 6, will expand production line from home appliances to solar cell & EV to capture new market, tailwind from SG Finance+ hire purchase package boost earnings.

Comment: At the right price this is a great play…

TTB: State-run Vayupak fund 1 (VAYU1) cuts holding by 0.0133% to 9.9944% on Feb 4.

Alpha Industrial Solutions, a venture co of SJWD and ORI, wins logistic & supply chain solution contract from BGRIM Carrier (TH) a manufacturer & distributor of Carrier & Toshiba air condition in TH valued at Bt1.85b, will transfer new built-to-suit warehouse in Oct.