COM7 acquires EV rental & leasing operator, EV7, for Bt40m.

Comment: Well…ok.

GULF: Gulf Development, a new co., from amalgamation with INTUCH, tradable from Apr 3.

Comment: la la la – remember what this means is that

MOSHI to be added to SET100 index effective Feb 27, replace outgoing BSRC as freefloat fell below 20%, THCOM & KAMART face off for the final spot following GULF x INTUCH deal, Kaohoon.

Comment: Impressed by their team, temu and tiktok has proven to be non-issues for them.

MTC eyes 15% FY25 revenue growth target supported by lower funding cost yoy, growth from auto title loan & Home for cash, mulls expand branches upcountry to broaden market coverage.

Comment: They’re magicians in this industry. I never understood the founder when he said he incentives his team well etc. Thought it was bs…but no they’ve seemed to be able to manage through several storms without issues..

NER targets FY25 rubber sales volume @ 500k tons, +13.85% yoy driven by larger client base from India, tires manufacturers from China and domestic tires producers, revamp inventory management to keep margins within 6-7% level, expects marginal impact from 17% US tariff on passenger vehicle tires & 26-27% on commercial truck tires as Vietnam & Indonesia charged much higher btw 24-25%.

Comment: Impressive figures.

SAV will bid for Foreign Object Debris (FOD) detection equipment for SIA’s runway in 2Q25, valued at Bt1.28b.

SET proposes to revive freefloat for >Bt10b new listing from 20% to 17%, with current listing maintenance criteria remain unchanged at >150 minority holders holding >15% of paid-up share.

Comment: This is a positive.