AH’s firm on record high revenue target this year, from Bt28.3b yoy, on higher orders, contributions from JV, and newly acquired 60% stake in Avee, a Malaysian auto part maker affiliated of Proton Group.

Comment: Despite the odd venture into India, this company has performed incredibly well relative to its peers in Thailand over the past decade.

AMR in 60:40 jv with SUSCO (MaCharge), launched e-bike rental & battery swap service via SUSCO’s 4 retail stations in Samui, target tourists visiting the island, mulls scaling up business to boost recurring income.

Comment: Small impact to SUSCO, and AMR’s figures have been disappointing since it’s IPO.

EA to sell 500K ton of carbon credit, its 1st lot, calculated from estimated 4K EVs vehicles projected to deliver this year.

Comment: At what price? On what exchange? From my understanding, in Thailand, private co’s will have to sell to the government who then will sell it on. Thai co’s aren’t getting market rate. This carbon credit business is a SCAM, measurement is bullshit atm.

HENG sees continued growth in 2Q on rising car-title deed mortgage, 60-65% of revenue mix, boosting overall loan port growth by 20-30% to Bt14.4b – Bt15b, keeps NPLs below 2.9% from 3.1% current.

HUMAN in 2 JV, Humanica Consulting Services, offering consulting to human resources development in Thailand and Singapore and to expand human resources management in the Philippines.

LPN reported Bt444.15m land purchase on Ramindra rd (soi 103/3) total 4.23 acres (10.57 rais) to develop Bt2.8b condo project, Park 168, 1,224 units 3 twenty-five storey buildings.

ROJNA mulls revising up full year land sales target after reached 160 acres (400 rais) current target, sees positive momentum continue from migration of EV supply chain, upside from utility & solar rooftop sales boost earnings.

Comment: If even ROJNA is experiencing a boon period, then you know this is a real trend occurring nationwide.

SCB signed MOU to provide final assistance for AWC under Bt20b credit line to support hotels development project.

Comment: AWC needs “financial assistance” ?!?! I think SCB needs more financial assistance.

SPALI reaffirms 2Q turnaround from transfer of Bt1.46b condo project, Supalai Loft Sathorn-Ratchapruek, sees positive momentum continue 3Q from completion of Bt2.3b project, Supalai Premier Si Phraya-Samyan, maintain full year launch plan 37 projects total Bt41b, Bt35b full year sales target.

TPCH sets 30-40% revenue growth target, after CODs Mae Lan bio-mass power plant, and turnaround in 3 Southern power plants, eyes M&A in oversea alternative power plant in 3Q.

Comment: Ah this name, look its a pure play biomass power player.

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