AOT: Phuket airport reported avg daily flights returned to pre-Covid level of 300 flights/d while avg daily passenger stands at 30k/d slightly below pre-Covid level as tourists from China have yet fully returned, new flights from Riyadh next month, Air Asia X’s new route from Kazakhstan-Phuket plus increase tourists from EU should boost overall numbers.

Comment: Tourism numbers are going up up up.

SMPC: upbeat outlook after branch out from cooking gas cylinders to low-pressure cylinders for other applications such as refrigerant, propane cylinders for forklifts as well as lubricant, ammonia, chlorine that command higher margin, maintain 20% FY24 sales growth target.

SYNEX: firms on Bt40b FY24 revenue target after logged Bt19.5b in 1H, expects hardware sales accelerate on seasonal demand of IT & mobile, positive momentum from infra investment in data center & AI adoption.

Comment: They’ll knock it out the park. Covid bump 2020-2021, hang over 2022-2024, new cycle go!

TOP: is expected to turnaround in 4Q from wider GRM above $4/bbl vs $3.7 qoq, improve aromatic spread, downside from delayed clean fuel project (CFP) priced in.

Comment: Easiest turnaround…