ANAN’s 8M transfers stood at Bt8.6b, mulls year-end campaign.

Comment: Not too shabby, but still it should be bankrupt given the mess that the asok project ended up being.

CENTEL sees no impact from BMA’s plan to collect wastewater treatment fees next year (Bt4/cu.m for biz using <2k cu.m & Bt8 for those using >2k cu.m/month), estimate Bt260k additional exp for 3 hotels in BKK/month.

Comment: Taxes are going up across the board in Thailand…thank you those whom voted for Prayuth to takeover.

CHAYO spent Bt800m to purchase Bt8.5b bad debts 9M23, expects Bt85b NPL up for bid in 4Q, aims to secure additional Bt3-4b by end of year.

Comment: If only management was purely focused on this business as opposed to looking at personal investments everywhere else.

M sees recovery margin in 4Q from lower foods costs & electricity exp, positive SSSG to carry on from improve dine in traffic supported by several long weekend & int’l travelers on high season, maintain 15% FY revenue growth target.

Comment: Food costs aren’t going lower….

NEX to deliver 6-wheel 15-ton EV truck to CEVA Logistics, on track on EV delivery, boosting revenue to record high, mulls capacity expansion from current 9,000/unit per year.

Comment: I just want to…

PRAPAT mulls expand production capacity by 50% from current 1.2k tons/month as cleaning chem orders jump on tourism boom, firms on 15% FY revenue growth target.

PSL is expected to report solid turnaround in 3Q as freight rate (Supramax) +40% MTD, +77% QTD supported by restocking of minor bulk comodity, Mitihoon.

Comment: Share price isn’t pricing this movement in IMO. Though there will be the usual year end slump in BDI/supramax prices until Chinese New Year.

TRC’s board approved Bt4,409m capital injection in Asian Potash (APOT) in 4Q, sale of 479m new share at 4:1, and issue Bt2b bond, while EA to inject Bt5b in 4Q and become a major shareholder.

Comment: A decade plus in the making. Amusing that EA is now involved…