ASW recorded Bt6,269m 1Q sales, +65% yoy and account for 35% of Bt17,800m FY24 target, its “Title” jv project has 50% booked and Title Serenity NaiYang Phuket attracts lots of interest, plans 2 projects worth Bt2,460m in 2Q.

COCOCO reaffirms 30-40% revenue growth target this year, on rising demand for coconut water and related products, sets Bt250m capex for semi-auto warehouse to manage its product and inventory.

Comment: Let’s see how far it can go.

ERW sees strong 1Q on strong NY and CNY, 8-10% room rate hike in 2Q and Songkran to carry on momentum in 2Q, plans 14 new Hop Inn in TH, Philippines and Japan, keeps 15% revenue growth target this year and 80% OCC.

Comment: They will continue to do well – but this does appear to be priced in.

GFC may see record high 1Q24, on strong fertility clinics, firms on 30% revenue growth target this year, supported by 2 new clinics to COD in Jun24.

Comment: This, or SAFE, or both?

KTB sees policy rate cut twice this year, 50bps in total, higher demand for loans.

NEX in collaboration with Toyota Tsusho and Denzo to develop commercial hydrogen vehicles, targeting a prototype in 4Q24.

Comment: No way is Toyota genuinely participating with these crooks…I’ll have to do some dd…

SGP’s firm on 11% revenue growth target this year on new clients, and rising price and demand for LPG, sets Bt500m capex for new gas separation plant.

SIRI reported Bt12b 1Q sales, after having sold out 12 projects and recorded Bt9.7b transfers, plans 11 projects worth Bt12b in 2Q.