EPG expects heat insulation sales pick up from surged demand from industrial sector and commercial vehicle from the US on the back of Trump’s America First policy, eyes 8-10% FY25 revenue growth target, margins 30-33%.

Comment: Who cares about EPG…..perhaps on the next company visit they’ll talk about even more patents that have been filed.

MASTER launches overnight placement, up to 23.5m shares or 7.79% of paid up @ Bt37, 8% discount to last closed at Bt40.25. Stock fell 14.36% so far this week.

Comment: seriously wtf….this ruins the confidence in the name in the short term, now the company is going to have to come out with continually great earnings to rebuild investor confidence.

NER targets FY25 rubber sales revenue +10-15% yoy, FY sales vol tops 500k, supported by forward orders covered 1Q25, additional capacity 50ktpa up in 1H, lifts total to 560ktpa, expects to cod new plant in Ivory Cost by eo-1Q26.

Comment: It’ll be a margin story for NER…volume growth has proven to never be an issue

PTTGC begins production of sustainable aviation fuel (SAF), capacity 6m ltr p.a. in 1st phase, mull expanding to 24m ltr p.a. by upgrade existing refinery unit in the future to save costs.

Comment: This is a much higher margin product.