AOT mulls revising up passenger service charges (PSC) both domestic & international from current Bt130 & Bt730/passenger at 6 airports under management, expects to open bid for Suvarnabhumi cargo and East terminal expansion by end of 1Q25.

Comment: And there’s no reason why they won’t do it…just more and more cashflow straight to the bottom line.

DPAINT: local fund, BBLAM, cuts holding by 2.6812% to 8.3977% on Dec 9.

Comment: I have often said allowed that once LTF’s were pushed to the side, that was the peak for the thai equity market..

MAGURO upbeats 4Q earnings from better than expected sales at new food avenue, The Flavorhood, above target by 30-40%, adding 2 new brands Tonkatsu Aoki & CouCou all day dining to capture sales on holiday season, expects record high profit in 4Q.

PSL entered long-term charter contract with Lauritzen Bulkers A/S Denmark, fixed on 11-13 months at variable rate currently stands at US$12,500/d, commencing from Dec 9.

RPH: THG cuts holding by 2.3681% to 4.4588% on Dec 6

Comment: THG needs the cash..I wonder how long the stink of Dr. Boon remains on the share price.

SC reported completion of 2 condo projects, Reference Sathorn-Wongwien Yai and Scope Thonglor combined worth Bt7.65b, maintains FY24 transfer target at Bt32b.