AWC sets Bt300b total assets target in 5 yrs, from Bt198.7b end last year, sees new record high revenue this year from 75% OCC rate from 72% last year.

Comment: This can’t all from the family’s personal asset portfolio…can it?

BOI approved investment applications worth Bt200b, led by BEM’s Bt109b mass transit line and three data centers, including China’s Beijing Haoyang Cloud Data Tech’s Bt72.7b in Rayong.

BH: GIC raised holding by 0.1216% to 5.0365% on Mar 12.

Comment: Interesting…

GUNKUL targets 10-15% CAGR over next 3 years, supported by 1,479mw renewable portfolio of which 85% are under constant rate (FIT) not impact from variable Ft charge, Bt4b EPC backlog and 832mw developing project to boost growth, expects to secure more private PPA from investment in data center and infra project.

SISB sets >10% revenue growth target, Bt565m capex for 2 new campuses, and 3.3% avg fee rise this year and next.

Comment: Rumours in the market are that a retail thai investor has been dumping the shares….when this stops…could the name finally be attractive again?

Five large co, including BigC Retail Corp (BRC), SCG Chemical (SCGC), CPF Global Food Solutions (CPFGS), WHA Industrial Development (WHAID) and Boonthavorn Retail Corp (BOON) have postponed listing indefinitely due to unfavorable market environment, Bangkokbiznews.

Comment: “We can’t rip off investors properly at these low prices!!!!!!”

CRC, CBG, BEM, GPSC, PTTGC, BANPU and OSP are among top target for window dressing at month end due to trailing valuations & share price UPF SET50, Thunhoon.

Comment: Well…sure.