ANAN’s pioneering partnership with Porsche Design to develop $450m exclusive luxury residence project, Porsche Design Tower, features 22 exclusive duplex & quadplex ranging from 525 to 1,135 sq.m. average price of $15m and up to $40m, construction start next year, target completion by end of FY28.

Comment: Own shares in this lying company at your own peril. I’m surprised that shareholders haven’t used the board and the management for lying about the permits related to the Ashton asok project.

CBG sees positive momentum thru 3Q, supported by larger domestic energy drink market share yoy to 24.1% at eo-2Q24, wider margin as key raw mat costs drop but improved efficiency, seeking to expand beer distribution thru modern trade & 7-11, will finalize plan by eo-3Q, new capacity from 60:40 JV production plant in Cambodia coming in 2H26 to fuel CLMV sales growth.

Comment: They’re taking OSP out back and beating them with a bright red CBG stick.

CENTEL is expected to report the weakest earnings in 3Q due to Bt250m expenses associated with pre-opening of 2 resorts in Maldive, current valuations stands at 30.5x P/E well below industry average at 43.3x, 4Q operation to recover on seasonal, lower expenses & larger hotels portfolio.

Comment: Implies that the whole sector is overvalued?

SIRI reaffirms solid 3Q from Bt11b residential transfer in 3Q, maintain 13 new project total Bt16b in 3Q, will book 1st lot of extra gains from disposal of Standard International hotel chain in 3Q/4Q.