GFPT is expected to report meaningful turnaround driven by margin expansion as feed mill costs significantly drop (corn & soymeal), healthy chicken exports sales vol & selling price, higher profit sharing from jv unit GFPT Nichirei (GFN) and McKey Food services.

Comment: No surprises…usually 3-5 year story..I’ve whispered it enough times :p

MASTER to open new hospital in Ubon Ratchathani in collab with WIND Clinic in May, with one more in Hat Yai with TYP Clinic in 3Q, boosting 2H earnings, with plan to expand in Indo, keeps double digit growth target this year.

Comment: Now…if only the stink on the shares goes away. Because this is still the perfect Thailand play.

STECON eyes 5-10% FY revenue growth target above Bt33b, driven by higher rev contribution from infrastructure construction project, solar farm construction for GULF under Long-term contract over 6-7 year, new investment in renewable & data centre and higher dividend income from GULF.

Comment: With the panther/construction worker killer that is ITD continuing to be on life support, there are only 2 construction companies left CK and STEC.