IMPACT reported 90% completion of Sky Entrance project, scheduled to finish in Feb, aligning with anticipated opening of Pink line skytrain extension in May-June 2025, expects significant traffic increase from transport integration, attract more exhibitors & visitors to exhibition center.

Comment: I was just there, it is nearly finished, and they are definitely going to benefit from additional access points.

MOSHI upbeats 1Q earnings from robust sales of recreational goods & lifestyle products supported by shopping tax rebate stimulus, rolls out new products to boost sales upcoming CNY & Valentines.

Comment: I no longer bet against this management, they’ve consistently proven to be able to beat back all newcomers.

LH scales back FY25 launch plan to 4 projects total Bt11.8b from 12 announced in 2023, focus on mid & upmarket segment with avg price at Bt10.5m/unit from Bt9.8m avg last year, will cod 12,700 sq.m. mixed use project, Grand Center Point Lumpini, in Apr, Grand Center Point Ratchadamri 2 to cod in 2026 & Grand Center Point Pattaya 3 to cod in 2027.

Comment: There are the best managed property company in Thailand on every metric.