ADVICE sees 1Q25 sales +13-14% yoy driven by smart phone sales & Apple products on the back of Easy e-Receipt shopping tax rebate stimulus, robust MacBook Air sales during Thai Mobile Expo event, household solar solutions business debut in Feb open room for growth, eyes 20% FY25 revenue growth target.

Comment: Why is this the only player that constantly in the news?

BCP to sell sustainable aviation fuel (SAF) from its factory in BKK, which is scheduled to open in 2Q. It’s signed deals to sell 60% of its SAF with 2 companies.

Comment: The rumours around this entity have been swirling around for weeks/months. I know a bit too much…but let’s just say that there’s dirty money vs those wanting to run a proper process.

CHAYO upbeats outlook from lower credit costs & ECL, sets Bt1b budget to add Bt10b worth of bad debt, interest income from NPA lending business boost earnings, firms on 20% FY25 revenue growth target.

Comment: One day, this company, no forget the owner has not once proven to focus on the core business.

JPARK: local VI, Pongsak Thamathacharee, raised holding by 0.0125% to 5.01% on Mar 3.

GULF reported 5 tranches of CD paying 2.74% to 3.5% (3.15% avg) fully subscribed with 2.2x covered.

RBF mulls increasing exposure in Indonesia, Vietnam & India to offset soften sales of food odor, flavor & coating to China market, roll out new products to boost sales, target 10-15% revenue growth this year.

Comment: Perhaps they should cut their links to Bumjaithai as that doesn’t help the share price.