ANAN sets Bt14.5b revenue target this year, from Bt10b backlog recognition, plans Bt50b Phuket project to capitalize in downward interest rate trend.

Comment: Is this why it pumped? Isn’t this company bankrupt? And they’re launching a THB 50 bn phuket project on top of the Porsche condo residences on Sukhumvit? How the fudge are they getting financing for this?

AUCT collabs with non-bank lenders to expand auto auction upcountry, sees growing demand for used car in rural area, more room to grow from lower competition.

Comment: Still a no-brainer…

BJC sets 4-5% revenue growth target from all segments, include new product, expansion into new potential markets overseas, and cost management, sets Bt12b capex for 7 new large branches and renovations.

Comment: Wait…is that growth?!?!?! In Thailand?!?!?!

CCET reported Feb electronics sales at $324.2m, -11.65% mom, +17.8% yoy, 2M25 stands at $691.1m +18.3% yoy.

Comment: Tracking the growth…

SHR eyes Bt11b FY25 revenue target supported by higher room rate following price hike, strong OCC & RevPar at property in TH & Maldives, ease pressure from interest exp & depreciation, absence of loss from jv SO/Maldives.

Comment: Doesn’t make sense that its trading down here.