ASW plans 12 new projects worth Bt22.5b, sets Bt15b presales target and Bt7.2b revenue, Bt12.9b backlog, sets Bt400m capex for non-property business.

AU sees solid 4Q22 on higher tourist numbers and seasonal, boosting FY22 growth to >25% target, mulls new products, 5 new branches, including 2 in HK this year.

Comment: And every quarter is just going to look great until 4Q24.

CNT established construction services subsidiary, Christiani & Nielsen DCM, to develop hi-end hotels & resorts, residential villas in TH & ASEAN countries.

Comment: They lost their mojo when Makro and Tesco stopped expanding aggressively throughout the country

EA, NEX, BYD rallied yesterday, responding to Cabinet’s resolution to replace combustion engine bus to E-Bus.

Comment: I still hope these all crash to 0.

FORTH’s Ginga EV chargers out on sales in 2Q, eyes FY sales target 500-1k units, adding 7k units of Tao Bin robotic barista to 12k units by end of year.

IMH signed LT lease contract of 5 acres land next to Bearing BTS station to develop medical hub, comprise of 200 beds hospital, specialize clinics and wellness center for phase 1, target cod 2H25, phase 2 to cod FY28 including 400 beds IMH Int’l hospital, physical therapy and rehab center.

Comment: And here we go, prime location for a hospital, just do a simple thb 7mn x 400 beds to get the value.

LPN acquires 22 acres land in Nonthaburi district for Bt467.74m to develop Bt1.25b 83 units upmarket SDH projects, will be launched in 4Q23, target partial transfer in FY24.

Comment: I presume government & military officials are going to be big buyers or eventual owners.

SCGC, a unit of SCC, mulls jointly develop a bio-based ethylene factory to produce plastic materials made from plants to focus more on eco-friendly manufacturing.

SEAFCO reaffirms FY23 turnaround from jump started foundation work for Rama 2-Ban Paew tollway and South Purple line MRT 4Q22, expects construction of Central Embassy phase 2 begins this year after put on hold since FY21.

TGE wins a contract to invest, develop, and operate a PP and manage the municipal solid waste of Tambon Nong Mamong in Chai Nat with 8MW capacity.

WARRIX: local fund, BBLAM, cuts holding by 0.1852% to 4.8272% on Jan 31

Comment: Kicking myself for not getting into this after the IPO…