AURA sees solid growth in 2H24, on higher margin between domestic and global price, while elevated gold price had more than helped low seasonal in 3Q.

Comment: It’s not a true gold play, it’s a gold financing/retail play with low NPLs

BTG sees continued momentum in 3Q earnings, on higher swine price and lower animal feed costs, solid 4Q on Japan’s seasonal effect, boosting chicken exports.

Comment: Another player that is going to report #’s and margins that will surprise the market

SAMART, via its unit Teda, is foraying into green tech energy and carbon credit biz to cash in on these global megatrends, expecting to conclude deal in 1Q25.

Comment: Carbon Credits are such a scam, such a massive scam, but if you’re involved, go ahead make bank from the woke brigade.

STEC in talks in M&A in alt energy and date center, firms on strong 4Q to add to existing backlog.

Tabloid quotes a broker for names that benefit from NVDA’s data center investment plan in Thailand; WHA, AMATA for IEs, ADVANC, TRUE, GULF for large data center providers, BE8, BBIK, INSET, LTS for system contractors, and DELTA, CCET for parts.

Comment: Boom – now it’s time to trade…just have a look at the players that benefited in other countries and mimic that strategy for Thailand.