ADVANC is expected to report robust 2Q driven by improved ARPU on eased competitions, lower SG&A/sales as marketing expense drop, upside from broadband business in 2H after transaction of TTTBB deal complete in 3Q.

AMATA targets record high FY industrial land sales at 1k acres, sees positive sales momentum from TH & VN estates, 80-120 acres land sales from Laos kick-in 2H and 60% of Bt6.6b backlog to realize this year.

Comment: Love how they are switching it up between rais and acres now

BBL in Bt17.8b syndicated loan to 2 mass transit rail lines, firms on 4-6% loan growth target.

BCP: Trade Competition Commission of TH (TCCT) gives nod to Bt55b ESSO deal.

Comment: It’s a done deal, wonder what the new ticker is going to be next month when its completed.

CPANEL sees solid growth momentum in 2H on higher demand, seeks to secure hotel and condo contracts, t/g Bt1.8b backlog, firms on 10-15% rev growth t/g.

DMT t/g 11.5% dividend payout, on 30% revenue growth, supported by 110K avg traffic/day, eyes bids for Rangsit-Bang Pa-in, #9 high-way and Bang Kuntien-Ban Paew motorways.

Comment: yield or payout? These tabloids….so they normally earn 0.70eps, payout ratio could be 50%, that’s 3% unless they continue utilising their retained earnings (as done in 2022)

DUSIT: 2 resorts in Nepal, Dusit Thani Himalayan Resort Dhulikhel & Dusit Princess Kathmandu start welcoming guests on Jul 17 & 24 respectively.

Comment: Quietly expanding throughout the whole world.

GUNKUL to sign Bt800m submarine cable pj by eo-Jul, expects more EPC to come in 2H from current Bt2.5b bidding, seeks to expand renewable portfolio in VN.

PRM mulls adding 1-2 vessels this year to capitalize opportunity from strong demand for offshore support services & chem transport, targets FY rev growth >10% YoY.

Comment: Bottom line is 10x revenue growth…okok i’m exaggerating but it’s a multiple of it..

SAMART for subscription right of subsidiary IPO, Samart Aviation Solutions (SAV) at 100:1.

TPL firms on 15-20% rev growth target, mulls regional distribution center and EV transports, to double its cargo delivery within 3 yrs.

XO revised up FY sales target to 20% from 10% prior as U.S. sales widen to 10% of total sales vs 3% in FY22, successful launches of chili sauce line up, pending orders from US, CAD, & MEX, wider margin from lower raw material costs YoY, higher benefit from weak THB as US$ sale stretched to 23% of total sales eo-1Q. Co. is a beneficiary of Sriracha shortage in US.

Comment: Continuing to beat everyone’s expectations.