AOT’s expected to report after close Bt5.75b 1Q25 (ending Dec24), +23% yoy, on recovery in passenger and flight volumes.

ATP30 eyes 10% FY25 revenue growth target driven by larger shuttle fleet clients base yoy, to branch out from industrial clients to tourism sector to diversify earnings, expand sector covers, mulls expand fleet size to 760 units by end of year from current 730, expand e-bus fleet to 35 units from current 13 by end of year.

BCP: reported Bt3b digital debenture sold out in 1 min & 49 sec.

DELTA’s firm on solid growth, keeps investment plan with new plants in BangPoo and Wellgrow IEs, sees continued growth in data center and AI, despite emergence of DeepSeek, as it will help further develop industries.

Comment: It’s the Taiwanese that are leaving China and will add value to Thailand. Thailand has to focus on that FDI…

HTECH sees meaningful turnaround in 2025 supported by recovery demand for HDD on the back of rapid investment in AI, Cloud services and network automation.

Comment: This was a covid play…that never materalised.