Alpha Chartered Energy emerged as #4 top holder in BCP at 7.1426%, after buying 4.5687% or 62.9m shares from Capital Asia Investments on Mar 19.

Comment: Yeah they’re just swapping shares amongst the same people – there’s a funny money game going on here.

BGRIM reports cod-ed of 14mw solar project in Japan on Mar 18.

LTS wins EPC contract for commissioning network from Siam AI valued at Bt300m.

Comment: Well rumoured contract becomes official. I’m sure it has absolutely nothing to do with the common ownership, sorry I meant nominees, oh crap no wait, I mean that there was a genuine well run bidding process for this EPC contract.

SIRI sees Bt2b presales during 4-days of House & Condo Fair, boosting 1Q total to >Bt10b, sees strong momentum in 2Q from relaxed LTV and interest rate downtrend.

SIS aims to increase proportion of value added products to 40% of portfolio from 30% in 2024, expects demand for cloud service, cyber security and hardware from large corporate accelerated from digital infra expansion, AI laptop from Intel & AMD as well as Edge AI from Microsoft open upside for AI adoption.

Comment: “Value added AI Laptops” in the words of a great man, GFY.

XO sets 45% gross margin target this year from recovery in US sales and continued strength in EU markets’ exports.

Comment: I could never get my head around this company, and there seems to be a bit of stink on insider trading (I have zero clue, just what others said)