The planned takeover of TTTBB by ADVANC still awaits the nod of the NBTC board, with a meeting scheduled for Oct 25 as all key documents for the determination were sent to the NBTC office as of Oct 14.
Comment: C’mon Sarath, just pay them and get it done.

BGRIM’s subsidiary, RES Company Sicilia, buys 81mw Ortanova solar project in ITA from LT Service S.r.l.

LPH keeps 20-25% FY revenue growth target driven by higher OPF & IPD traffic yoy, larger proportion of int’l patients from Middle East, tailwind from SSO patients.

JSP upbeats 2H outlook as contribution from house-brand health supplement sales (Suphap Osoth) exceeds OEM orders, pet supplements production line on track to cod by end of year, aims to boost sales to 20% of rev mix in FY24.

SCGP mulls 1-2 M&P deals with foreign cos in 4Q23, and 1-3 more next year in business with high growth potential.

SSP paid Bt2.3b for 45MW Romkraw wind PP with immediate rev recognition from 1Q24, sets 500MW capacity target for its renewable port by 2027.

TRP: beauty clinic, Aesthetic Connect, debuts IPO 90m shares at Bt14 apiece.

Comment: Despite MASTER crashing back down to earth it looks like the plastic surgery play is still there.

VRANDA anticipates 2H turnaround aft hurt by high electricity cost & F&B restructuring in 1H, expects earnings recovery from hotel operation, ease jitter on operating costs, transfer of Veranda pool villa Hua-Hin Cha-Am in 4Q, Veranda Villas & Suites Phukut presales topped 70% to support future earnings.

WARRIX sets Bt2.7b sale goal by 2026 with plans to expand its presence at home and Asean markets.

Comment: The question for WARRIX is can they expand beyond their current market status? Or will they end up being like McGroup (upcountry jeans king) and just be a great local play on sportswear

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