ANAN in collaboration with KME Prop to enter Myanmar luxury segment, sets Bt300m presales target.

Comment: Are they nuts? Money laundering? Isn’t there a war still going on there? So ANAN is happy to provide Burmese generals an overpriced piece of real estate?

BBL to raise lending and deposit rates by 25 bps today, to 6.85% and 0.60% respectively.

Comment: Just look at the spread.

EPG sets 10% revenue growth target for FY23-24 from Aeroflex, Aeroklas, EPP, and business turnaround in Australia, sets Bt450m capex.

IVL and Carbios form a jv to construct biorecycling plant in France estimated ~EUR230m, with IVL to mobilize EUR110m in equity and non-convertible loan financing.

SA sees strong 2H, on transfers of Bt1.5b Landmark @ MRTA Station, plans 3 horizontal projects, firms on Bt6b revenue, +130% yoy.

Comment: They still have several projects that are nowhere near being sold out…

SPALI to appeal Court’s order to revoke EIA of its Ratchada high-rise condo.

SGP sets >12% sale growth target to Bt110b on sales in China, while offshore trading boosts LPG growth 12.40% to 4.05m tonnes, and Bt500m capex.

TSE sees strong 2Q on COD of 133MW solar farm Onikoube, firms on Bt3b revenue target this year.

UAC sets Bt200m to build refuse-derived Fuel (RDF) factory on Indonesia to supply local companies under the circular economy concept.

Comment: How is UAC going to compete in Indonesia? I need to do more work on this but I have serious doubts…