ADVANC expects its broadband service revenue to grow by 5-10% next year, target 13m households from current 9.5 broadband subs, following its takeover of TTTBB.

CENTEL sees solid 4Q on hotel and F&B, firms on Bt10.8b hotel business revenue, and Bt14b F&B, sets Bt17b 2-years capex.

Comment: Look at the rates the strong hotel players are getting now versus their private peers. No surprise, private peers w/o a strong balance sheet/bank facility access are dead

EKH in JV with Narai Property, setting up psychiatric hospital, 50 beds, with Bt400m investment, construction to start 2Q24 and COD in 4Q25, expects Bt400m revenue p.a. an

Comment: EKH has been making interesting moves, they’ve announced a JV first with WPH, and now with Narai. Effectively they’re formalising the investment process doctors in Thailand used to do.

PTT’s venture co with CATL in talk to supply OEM EV battery to auto maker, will finalize deal next year.

SA reaffirms solid 4Q driven by transfer of 2,101 units condo, Landmark @ MRTA Station Rama 9, 272 units service apt, Trible Living BKK Sukhumvit 39, on track to cod in Dec.

Comment: If you drop your prices low enough then yes transfers can happen. We’re seeing this across all the condo developers.

TURTLE: Silom Road ltd cuts holding by 12.5821% to 1.9951% on Nov 20.

Comment: These shares have been moving oddly…