HMPRO collabs with BAY’s consumer unit, Krungsri Consumers, to launch BNPL service, Home Pay by Krungsri Genesis, for HMPRO’s clients, target 120k new account this year.

JMART sees another record high profit this year driven by robust mobile sales on the back of shopping tax rebate stimulus, growth from recently acquired Tee-Noi hot pot restaurant, contribution from
JMT debt collection business and SINGER home appliances, sets Bt2.5b budget to re-payment CD mature upcoming September.

Comment: some still doubt this group after the past 2 years. Starting 1Q25 #s should start to surprise positively again.

M in talks foods suppliers to curb costs, expects positive earnings momentum continue from strong tourist traffics thru Laemcharoen Seafoods & MK hot pot restaurants.

Comment: Well they are just going to increase the prices and pass it onto the consumers. No one else noticed MK prices increasing?

NER sets 515K tons rubber sale target this year, 15% rise in selling price to boost rev to Bt27b, vs Bt24b in 2023, thanks to tight supply from El nino in Indo.

PTT estimates Bt10.8b impact to its operation from cabinet’s decision last month to lower electricity price and penalty for a gas shortfall between Oct 20 – Dec 22, while mulling legal action.

Comment: This is the main issue investing in state owned enterprises. They could (and should at times imo) be used by the state to alleviate cost pressures on its population.

TRP sets 10-15% revenue growth target this year on higher demand for facial plastic surgery, mulls expansion in skincare and anti-aging cares, in talks for 1-2 M&A, sees record revenue in 2025