AMATA targets FY25 industrial land sales >800 acres, FY25 transfer >50% of Bt21.2b backlog, sets Bt8b budgets to add landbank.

Comment: Perhaps for the first time, I won’t say , “nah full of crap” they’re meeting their targets, even though their prices are 30-50% higher than peers in the same location

BA sees 2M25 passenger traffic to Samui +20% yoy thanks to The White Lotus fever, expects FY25 passenger +9% yoy to 4.7m with key market from European countries .

Comment: These boys are just going to keep minting it….

BAM upbeats outlook from improved cash collection in 1Q, will receive Bt900m payment from NPA sales before end of 1H, allots Bt8b budget to add NPA & NPL, firms on Bt17.8b FY25 cash collection target.

Comment: If even BAM is able to improve cash collection => it bodes well for the rest of the sector.

BANPU, via its Vietnam unit Banpu NEXT, in JV with BKG Holding for investment and development of solar rooftop project in Vietnam, targets >390 MW of rooftop solar power in the initial phase.

JPARK targets 50k parking slots by end of year from 42k at end of FY24, mull expanding locations thru airport, hospital, office building and park, 2k new capacity from kanchanabhisek medical center schedule to complete in 4Q expect to propel earning in 2026, commercial area to boost growth.

Comment: Still like this model…

THAI cancelled Frankfurt-BKK flights on Mar 9-10 as union has called on ground & security staffs to stop working for 24 hrs at Frankfurt, Munich, Hamburg & Stuttgart.

TRUBB targets FY25 sales growth >10% yoy from Bt7.64b in 2024 driven by orders of EUDR rubber before regulation effective in 2026, expects margins remain healthy supported by strong selling price at Bt60-70/kg.