AAI anticipates meaningful turnaround this year on jump start pet foods orders after hit by excess inventory last year, will start delivery for new clients at late 1Q, eyes 15% FY sales growth target.

Comment: Everyone is wondering if this is a real turnaround in demand. Or just a little bump.

BMA board approved Bt23b payment to BTS for its work done on the Green Line rail extension, hoping to get Cabinet’s approval by April 4 deadline.

Comment: And the Phoenix rises from the ashes?

CPANEL reports 5 precast concrete orders signed, total Bt200m, lifts backlog to Bt1.49b, sees more deals to come by end of 1Q.

ITD bondholders approved extensions of bond maturity dates by 2 years on 4 of 5 tranches, approved interest rate increase & waiver of maintenance of D/E, next meeting on Jan 30 to vote on one bond tranche (ITD254A) as it lacked a required minimum number of bondholders needed for vote.

Comment: “if we extend it, then we don’t have to mark it down and alls well in the world” *cue dance move* of “we have saved thailand’s banking industry by extending this”

I men. Ffs…. Just send the black panther killer bankrupt. I’d love to buy some of his real estate…

MASTER: local VI, Pongsak Thamtatari, cuts holding by 0.3409% to 4.6637% on Jan 12.

Comment: People no longer care about this “VI.”

OR allots Bt50m to add 10 EV charging HUB this year starts from 3Q, mulls investing in 240 acres coffee propagation center in Lampang province to reduce feedstock imports for Amazon Café.

S sets Bt18b revenue growth target this year, +20% yoy, supported by Bt3.4b backlog, of which Bt3b will be booked this year, mulls 6 new pjs worth Bt14b, and transfers of 40% of 1,000 rai S Aungthong IE.

Thai Credit Bank plans IPO, offering 347m share or 28.2% to investors, roadshow planned in Jan.

Comment: “market conditions have improved”?! That’s rubbish it’s the still same conditions. Looks like the PE investors into this are desperate to exit. Stay the f away. The numbers don’t make sense. I don’t care how good you are, there is no way that they achieved these returns without some funky accounting.

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