BA plans to buy new aircrafts as travel rebounds. It operated 24 airplanes at eo-2023, down from 35 a year earlier, expects pax revenue to rise to Bt17.8b from Bt15b last year.

Comment: Please don’t buy a boeing like Thai airways…

CENTEL’s 6 property on track to cod this year, 3 in TH including Centara Life Lamai resort Samui, Centara Villas Phi Phi Island & Centara Life Surat Thani, 2 in Laso including COSI Vientiane Nam Phu & Centara Plumeria resort Pakse and one in Maldives Centara Mirage Lagoon Maldives.

Comment: How many other hotel groups in the region are expanding at this same pace, with the same balance sheet strength? Exactly, Central Group, throughout all their new entities, are this decades cookie munster.

KLINIQ expects positive growth momentum remain strong, supported by government wellness tourism campaign, mulls adding beauty clinic branches to 75 by end of year, to expand international patients to 13-15% from current 10%, seeks M&A to utilize Bt700m cash on hand, eyes 30% FY revenue growth target.

Comment: No, they’re doing hard sales, there are issues with the numbers, and there’s zero moat unlike MASTER.

CIVIL wins TH-China rail project (contract 4 & 5) from State Railway valued at Bt10.3R25b.

TPIPP aims to slash coal usage next year to 320k tons from current 872k, will replace coal with waste power, solar, wind and heat from cement production process at factory run by parent firm (TPIPL), no coal will be used in 2026.

Comment: Wait what?!? No way. Then it’s not a cement plant ops then.. I’m going to have to give them a call…

TRUBB sets 50% revenue growth target this year, a major turnaround, as rubber price has surged 40-50% YTD, and new clients, India, Pakistan, and Turkey, for rubber related products.

Comment: And then the question will be – for how long will retail & insti’ investors believe that this margin expansion will last for.