CHAYO targets 25% FY24 revenue growth supported by higher yield from bad debts restructuring, income stream from cash collection from recently acquired NPL in 4Q23, upside from NPA sales, subsidiary Chayo Capital (CCAP) on track to list by 4Q24.

Comment: Well that sounds like an attractive figure, so when are they going consistently achieve this? The owner seems to focused on multiple businesses unrelated to the public company. Before I would’ve called them a decent B grade version of JMT, now I just can’t be bothered – unless the share price drops -50% from here😛

CPN sets Bt121b 5-year capex plan to develop 13 projects, revamps 6 existing malls, flagship project Dusit Central Park on track to open in Sept, while Bt4.5b mixed-use project, Central Krabi is scheduled to open next year.

Comment: Boom! Still going and going and going.