CENTEL: upbeat outlook after announced hotels & resorts expansion plan at ITB Berlin travel exhibition, will launching new hotels including Centara Indonesia & Nepal, Centara Grand Lagoon Maldives, 2 facelift projects including Centara Grand Beach resort Hua-Hin & exclusive villas under Centara collection plus fully refurbished Centara Grand Beach Krabi and repositioned as Centara Reserve Krabi.

Comment: Oh suddenly it’s a bullish name again.

TISCO: sees 1Q loan growth slightly improve qoq, expects asset quality recover from improve used car market & government debt-relief programme, new car hire-purchase to benefit from rate cut cycle.

Comment: Wait – if TISCO is going to grow…then…then…then..you know where to be..

WHAUP: sets Bt29b capex to spend between 2025 & 2029, 75% to expand solar portfolio, remaining 25% for water business to supply to factories in industrial estates, aims to increase power gen capacity by 220ww this year to 1,185mw from 965mw in 2024.

Comment: God damn this pathetic ESG bs….solar portfolio? Are you nutz? Unless the government is going to continually pay for all it.

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