AMATA upbeat FY24 outlook from surged demand for industrial land on improved FDI, margin is expected to expand yoy on price hike, 50% of Bt14b outstanding backlog to realize this year, may see FY24 sales exceed 720 acres target (1,800 rais), will submit filing to list utility unit (AMATAU) by end of year.

CENTEL is expected to report solid 1Q as Jan ADR and RevPar +20% yoy & +40% from 4Q23, thanks to strong operation from hotels in tourist town upcountry and resorts in Maldives, F&B margin to recover yoy as food costs drop, expense on opening of Centara Osaka to gradually drop after passed ramp up phase.

Comment: All the hotel players are going to knock it out of the park.

CPALL reported 4 tranches of bond paying 3.45% – 4.05% range p.a. combined Bt15b fully subscribed.

Comment: This is what strong cf companies are paying, so can someone tell me what magnolia/mqdc will be paying this year? 15%?

PTT to book Bt5.38b gains from disposal of 50% stake in PELNG to authority (EGAT) in 2Q under joint investment in LNG Receiving Terminal, Kaohoon.

SIS sees big jump yoy driven by larger cloud users, mulls expand cyber security business to capture rising demand, tailwind from solar roof installation business boost earnings.

Comment: solar roof? yawn…

SPALI to install 15K solar rooftops at its projects nationwide by 2028, via partnership with Huawei.

Comment: Yawn…..

TFG expects 20-25% sales growth from Vietnam this following farm expansion in FY23, sees margin recover this year on lower feed mill costs, improved domestic swine selling price on easing jitters from illegal swine imported & larger retail shop network, firms on 10% FY24 revenue growth target.