AAI upbeats 2H outlook from lower tuna & wider margin from improved product mix & lower SG&A, in talk 2 department stores in the US to supply private label pet food, expects to wrap up by end of year, eyes 15% FY24 revenue growth target.

Comment: Well, let’s see when the 3Q figures are out if they are following ITC’s recovery. I do think that it is likely, the only question is whether it will continue each quarter going forward, or is this 3q figure just a small bump.

GULF eyes Bt400b FY24 revenue target +40% yoy driven by new pp lineup to cod, higher contribution from associates, potential upside from lower feedstock costs.

Comment: Just look at how much $ has been siphoned away from the thai taxpayer, legally of course…