AOT: S.KR LCC, Eastar Jet, will resume daily flights from Busa to Chiang Mai, effective Dec 19.

BEM sees MRT ridership accelerates in 4Q supported by a 10 day event Vegetarian Fest in China town, Book fair at Queen Sirikit National Convention Center, improved traffic at Lumpini park & Silom stations from cod-ed of One Bangkok mixed-use project & Dusit Thani BKK, surge int’l travelers upcoming holiday season open upside to earnings.

Comment: BEM > BTS for station and train quality.

CAZ wins 2 EPC contracts including piping fabrication for TOP’s clean fuel project (CFP) and PTTLNG interconnecting pipeline-metering system modification total Bt1.15b.

CENTEL announces reopening of Phuket’s Centara Karon Resort, rolls out exclusive offer for staying period from Dec 1 till Apr 30, 2025.

Comment: They’ll report figures that will astound you, tourism in Thailand will be higher than 2019 next year, and that’s without the mainlanders back in full force.

DUSIT x CPN reported sales of 2 hi-end project in Dusit Central Park (Dusit Residence & Dusit Parkside) exceeded 86%, maintain transfer schedule in 2H25.

Comment: DUSIT is the main driver of this – hence why the project looks good and can comfortably sell out

NWR reported 3 project signed in August & September combined worth Bt1.927b including infrastructure project for Asia industrial Estate Samutprakan, wastewater collection upgrade from Dept of Drainage & Sewerage and 3.45km Klaeng bypass road in Rayong from Department of Highway.

ORI reported 9M24 residential sales at Bt26.8b account for 67% of FY target, maintain 4Q launch plan 10 project valued at Bt15b, ramp up campaign on 8 ongoing project combined worth Bt12.58b to boost sales.

Comment: How they’re not bankrupt continues to astound me. The magic financial game that the group has successfully played is one for the history books.

SPRC’s retail unit, Star Fuel Marketing (SFL) form partnership with Aroma Group to open Chao Doi Coffee at Caltex retail stations, mulls revamp at least 85% of existing 528 outlets nationwide by end of FY25 to boost non-oil revenue.

TRUE to sell 5 tranches of CD paying 2.95-4.10% under 2-10 years duration, sub from Nov 21-22 & 25.

Comment:  For the first time in their corporate history they’ll be able to defend this…