FORTH sets >Bt10b revenue target this year on growth in all segments, with Bt4-5b target for Government’s Enterprise Solutions bids, focusing on high margin project with less competitions., sees solid growth in FSMART’s loan growth, and expand Tao Bin overseas.

Comment: This will be interesting to observe…

GUNKUL maintains Bt10b FY25 revenue growth target, sees no impact from government’s plan to reduce electricity cost thru Adder & Ft cut as majority of portfolio located in JPN & VN , tailwind from EPC power plant construction project bolster earnings.

Comment: Frankly I hope all these renewable projects suffer….they’re a main reason for why the cost electricity is so higher in Thailand, remove the adders…this environmental destroying power generation tools should be destroyed…

MINT revealed FY25 project highlight: Tivoli Kopke Porto Gaia in UNESCO world heritage city in Portugal to cod in Feb, now Rome to cod by end of 2Q, Avani Barbaron Seychelles Resort in Indian Ocean to and Anatara Kafue River Zambia tent camp to cod in 3Q, NH collection Maldives Reethi resort to reopen in 4Q.

PIS: PIS & Portalnet consortium (PTNPI) wins maintenance services for core business software & system integration project from Provincial Electricity (PEA) ~Bt1.5b, lifts backlog to Bt2.7b, eyes 15% FY25 revenue growth target.

Comment: If you believe in the crony capitalism power of SKY – then believe in PIS

PRAPAT targets 20% FY25 revenue growth, supported by robust demand for cleaning chemical & sanitation products from tourism & commercial sector, positive sales momentum in BKK, Phuket & Pattaya, higher contribution from subsidiary, Phu Quoc Hotel supplies Vietnam, mulls increasing overseas market exposure this year.

TOP to receive Bt12.339b ($ 358m) compensation from consortium of PSS Netherlands, Samsung E&A (TH), Petrofac SEA & Saipem Spore for Clean Fuel Project (CFP) delayed.

Comment: Given how $hit the news is around TOP, it’ll only take a few new items (such as this) to lead to a stock price pump….