The BMA said ANAN may not have to tear down its Bt6.5b Ashton Asoke condo, after Supreme Admin Court has revoked its construction permit, if it can secure extra piece of land to widen the entrances and re-apply for a permit.

Comment: Voila, mentioned yesterday (https://www.thaicapitalist.com/random-thoughts-shingles-kill-the-bastard-vietnam-anan-thai-politics/)

AWC acquires Plaza Athenee NY for Bt7,789m, with rights to ultra luxury brand Plaza Athenee in the US and Thailand.

Comment: Yayyy they bought it from themselves, congratulations!! … yawn…

IMH targets Bt500m revenue in 2H, with Bt400m from IMH Silom and Thonburi, and Bt100m from InterMed, boosting FY23 to Bt800 target, mulls opening one new hospital next year.

Comment: I do think that this company is well positioned, and yes, they did have a bump from the covid period of course. Haven’t done a proper dive, but I thought management spoke well last year.

SCC sees solid 2H on packaging and construction business, cuts investment capex to Bt40b, on track to complete LSP project in Vietnam by 4Q23, plans listing of SCG Chemical by end of year.

Comment: Less spending, more cash flows coming in, new project coming online + a listing. Bottom is in.