AMATA to wrap up 300-500 rai land sales, boosting FY24 sales to all time high, with current backlog to realize until 2026.

Comment: That’s nothing…WHA is spanking them.

AUCT to start auctioning of 2nd hand E-Bike and EV, with 30 in 1st lot on Oct 26.

Comment: This will set the secondhand price in the market – it’ll “help” to save this segment of the auto industry.

BDMS: TRIS rating affirms AA+ credit rating, stable outlook on its senior debentures to reflect strong market position, extensive hospital network, strong franchise of hospital brands, sound operating performance and strong B/S.

COCOCO sees 20% growth in 4Q exports, on China stimulus, while 3Q was satisfactory on high season, firms on Bt6.6b revenue target this year.

Comment: That’s odd…china stimulus has zero impact on consumer spending, but fine..

KTB reported Bt11.11b, +8.2% yoy, beats Bt10.9b consensus, thanks to NPA gain and better than expected NIM from improved asset quality able to offset OPEX pressure, loans slipped 3% yoy & flat qoq as corporate/SME repayment weighted on government/mortgage & personal loan growth, tier 1 jumped qoq from 16.7% to 18% while NPL stable at 3.14% while coverage ratio rose to 184.1% from 181.3% end of FY23.

EGCO completed all 80 turbines installation at Yunlin offshore windfarm in Taiwan, target to fully connect its 640mw power to the grid by end of year, expects Bt2b income stream p.a. from the project in the first 5 years.

Comment: Taiwan is going to need more energy to make for the (unforecasted) losses from this offshore windfarm

NRF submitted filing to list Bamboo Mart Ltd in Nasdaq, tentative listing in 1Q25.

Comment: He’s a bamboo nuthead, why would they list a london supermarket chain on the nasdaq?