ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A.

BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target.

SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high yesterday, citing a whopping P/E of 81.29 and P/BV at 22.81.

Comment: Take the warning as a BUY! (I don’t know…)

MC sets 20% revenue growth target this year, supported by strong 2H, supported by a solid momentum in 2M23, sets Bt90m to support point of sales expansion and Asean expansion.

NOBLE to launch 10 new projects this year, Bt23b presales with record high revenue at Bt15b, supported by Bt19.6b backlog, sets Bt3-4b capex for new land.

RBF sees strong sales in 2M23 after reopening and demand recovery, mulls new products for pet lovers, sets 15-20% revenue growth target and 33% margin this year.

Comment: The cannabis noise has gone out of the system here. And now its back to its core business.

SABUY sets Bt100b revenue target next year, focusing on M&A to boost synergy and ecosystem.

Comment: I mean seriously? How? Through their minority interest stakes? What delusional investor is going to believe this? Or are they going to raise a silly amount of capital and just merge with someone that has this scale?

SC aims for a combined revenue of Bt150b over next 4-years, on 3-4% GDP growth forecast and recovering demand, sets Bt25b capex p.a.

TRUE to automatically offer customers of both companies a cross-privileges and benefits from the synergy.

Comment: Synergy story time, and next year they’ll still be talking about the merger progress and time it takes and then in 5 years they’ll have to recap b/c True management will ruin the cashflow of the combined businesses (again).

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