BCP’s Bt10b SAF factory on schedule to test run on Apr 25, adjusted estimate payback to 5-7 years from 3-5 years in previous feasibility as some jet fuel customers have postponed plans to legally require aircraft operators to enforce SAF usage.

Comment: No one wants to waste money on this green $hit anymore.

BEM: CK raised holding by 0.0734% to 39.2413% on Apr 1.-

Comment: No float no problem – there’s value in BEM…

OR beefs up health and beauty venture: PTT Oil and Retail Business Plc (OR) is scaling up its health and beauty business, aiming to serve growing demand by offering customers experiences they cannot find shopping online. The company plans to increase the number of its “found & found” healthcare and cosmetic shops to 12, up from eight at present. Bangkok Post

Comment: This is amusing to observe – now they’re just reaching…then again everyone needs a coffee and makeup when they top up the tank right?

SPALI: chairman, Prateep Tangmatitham, raised holding by 0.4362% to 33.9816% on Mar 31.

Comment: They just keep acquiring and acquiring their own shares.

TTB announced the final amount of the dividend per share of THB0.065 (in line with our expectation), implying a dividend yield of 3.4%. As such, the total dividend will be THB0.13 per share, implying a dividend yield of 6.7%. The final dividend will be paid on 20 May 2025. XD will be on 25 Apr 2025.

Comment: Divvy’s will continue to remain yummy and keep growing across all the major banks.

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