ADVICE sees continued rise in IT related sales, with plan to expand solar biz, both sale and installations, to help keep revenue growth momentum, latest opening of Advice iStore in Udon to help cater for demand for Apple products in North-east provinces.

Comment: I do see a lot of ads from them online, but other than I don’t see a real differentiation factor for the company versus every other player in the industry

PCE sees strong 4Q on steady growth in domestic demand for palm oil, with plan to expand exports to China and India, targeting 50:50 rev mix from current 37% export.

Comment: Palm oil prices are going nuts in Malaysia and Indonesia.

PSH cuts goals for new launches (to Bt20b from Bt27b), presales (to Bt15.8b from Bt22.4b) and transfers (to Bt18b from Bt25.5b) this year, to cope with a significant mkt contraction in 3Q24, after reporting 22% yoy fall in 9M24 rev of Bt15.6b.

TASCO sees rising asphalt sales in 4Q24 after approval of Govt’s 2025 fiscal budget, with sale momentum thru 1H25, while oversea markets remain robust, especially Indonesia where demand for asphalt picking up in 4Q for road construction.

Comment: Oil play….volume never in doubt…but its a margin game, should oil prices sharply decline – instant buy….but it’s not “cheap” atm…

TOP’s indefinitely postponed cod of Bt160b Clean Fuel Project (CFP) for prior schedule 1Q25 due to delayed construction progress following disputed with UJV consortium including Samsung E&A (TH), Petrofac South East Asia and Saipem Sigapore), listed sub-contractors SRICHA & CAZ are expected to take hit as well, Kaohoon.

Comment: That’s a beautiful write off…that will one day be written back at a beautiful profit and the share price will be back to 60 w/ a bit of help from the GRM