BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin.

Comment: Its their expansion plans that the market is pricing in.

CPF buys 65% stake in Newburgh Foods, a processed food processing and trading co in UK for Bt591m with option to buy remaining 35% shares after the 3rd anniversary of the acquisition, will reap benefits from 2 manufacturing units in Golborne & Wigan northwest of England combined 24,700 tons production capacity p.a. that certified to supply to QSR clients including KFC and Wingstop as well as leading supermarket in UK including Tesco, ICELAND and Sainsbury.

Comment: When you look at CPF and its manufacturing facilities – realise that the business model is to build facilities in the countries/regions that they supply – they’re not optimising to shift supply between countries/regions.

JPARK upbeats 2H earnings from contribution of new parking project cod-ed in 1H including 230 slots at Bangkok Noi mkt and 500 slots at Phra Nanag Klao Hospital, tailwind from Khon Kaen airport & One Bangkok project, new capacity 1,014 slots from Golden Jubilee Medical Center, Mahidol University on track to cod 4Q25.

Comment: This just seems like a no-brainer..who are these guys

GMM Music, a unit of GRAMMY and in which Tencent said to hold 10%, will sell 26% stake or 228.8m share in IPO.

Comment: Making the right moves to remain competitive. But it’s one helluva tough industry their in.

MASTER: moved from MAI to SET, lodged in medical sector, effective today.

Comment: Fake 8oo8ies!

PLT mulls expanding LPG transport biz to overseas mkt to widen margin, using AI recommendation engine to gain competitive advantage from improved operations & costs efficiency.

Comment: If I read that a Thai company is using AI to become competitive, it goes onto my POS list.