ASW keeps Bt15b FY residential sales target after logged Bt11.784b 9M23, maintain 5 launch plan total Bt11.55b in 4Q.

BBL, TTB and KTB are expected to report robust profit growth in 3Q driven by NIM expansion, Thunhoon.

Comment: Your deposit rates are up 1% yay! Your lending rates are up +2%…..

BCH upbeats 3Q earnings from better than expected fly-in patients, traffic from influenza, dengue fever and respiratory disease during rainy season, firms on Bt13b FY revenue target, cancer.

Comment: Every hospital player is going to look great in 2024.

EKH in talks to sign patient transfer agreement with agency in Guangzhou, expects to ink deal by end of year.

EGCO’s started operating pipeline to transport oil to the Northeast, part of effort to reduce carbon emitted from truck transport, expected to reduce by 80K tonnes of carbon equivalent per year.

HENG acquires pawn shop operator in VN, S68 Capital Investment, paving way to expand consumer finance business in Vietnam, transaction to complete by end of year.

Comment: USD200k for a 75% in this player…never heard of s68, and as my buddy up north says “They do realise it’s under the Ministry of Police right?”

SUSCO expects to report rec high profit this year thanks to Oil and gas retail expansion aft entered strategic partnership with Sinopec, contribution from O&G transports business and e-bike rental in Samui island.

TAKUNI sees continued growth in 4Q on engineering and consulting contracts in O&G, with Bt2-3b backlog, and on track to achieve revenue target.

Comment: O&G services are the place to be…

UNIQ mulls bidding for Bt3,087b worth of new contracts, adding to Bt58.9b current backlog, firms on Bt10b revenue target this year.

Comment: They’ve gone nowhere but down since 2015.