BGRIM sets 10-15% revenue growth target from gradual COD of new projects with combined 605MW with plan to add 40-50MW from new industrial and old clients to align with pool gas system, no impact from Global Minimum Tax, sets Bt12b capex and to secure partner for data centre in 1H25.

ORI plan to sell 6 hotels out of 11 in portfolio to raise cash, will sell Staybridge Suite Thonglor & Staybridge Suite Sukhumvit this year, estimate Bt500m gains from disposal of assets, will purge another 4 properties during FY26/27, mulls selling 5 warehouses into REIT over next 2 years.

Comment: These are the only assets that have any form of value in the property companies

NRF sets 30% revenue growth target from core business, Bamboo Mart, 40% growth in pet food, ramping output to 4,800 ton/month, new ethnic food product and rising output from new sauce plant.

Comment: Do you trust this fellow?

SYNEX revamps hardware products portfolio to capture demand for upgrade for AI adoption, sees healthy demand for enterprise software from corporate & government agencies on digital transformation, need for upgrade Window 10 from corporate, collaboration with AWS strengthen cloud solution business, eyes 13% FY25 revenue growth target.

Comment: The AI angle is powerful. I’m not sure if it matters much for corporations to drive initial demand, but as a software…jesus we’re all on it..

TOA: local fund, BBLAM, cuts holding by 0.0101% to 4.9945% on Mar 5.

Comment: BBLAM is cursing this family name as they were smacked by STARK And TOA. And they’ll be the ones capping the share price from achieving any “fair value” in the short term.

WHA teams up Daiwa House to launch logistic center in North VN (DPL VN Minh Quang), 40km east of Hanoi, facility spans an area of 70k sq.m w. total leasable area of 37,500 sq.m.

Comment: There’s far more new business activity in Vietnam happening these days – friends tell me that Amata Vietnam has a 2 year wait list for their land.