AH sees rising opportunity for EV parts orders and Changan dealership shows strong growth, sets Bt800m capex this year.

Comment: Sure – but again – total volume growth isn’t there, it’s just replacement for the domestic market.

BAFS sets Bt1.2b capex for project to connect pipeline with Thappline in Bang Pa-in, contract by 1H24 and COD in 2026, sees 17% growth in jet fuel sale and 41% in pipeline transport in 1Q24.

EPG sees rising demand for coffee cups during 5-day Songkran holidays, while weak THB boosted export revenue, firms on 8-10% revenue growth target this year.

ITD holds public presentation on its solution after facing liquidity problems.

Comment: “We fooked”

PTTEP raised its stake in Myanmar’s Yadana oil field to 63% after the exit of Chevron, another major partner in the project.

Comment: This is great for Thailand, national energy security is a must.

SAMTEL sees >Bt7b worth of new contracts, adding to Bt4.5b existing backlog, sets Bt6b revenue target this year, a 30% growth.

Comment: Back in the day this was a PT-related company…could all the Samart Group companies pump again?

SCB sees no impact from ITD, all provided for.

Comment: “We fooked too”

TPCH’s solar power jv with Maekong Power with 40% stake to start construction in 2Q24.

SET announced outstanding short positions, among top 6 are AOT-R, BTS-R, TTB-R, JAS-R, PTT-R, CPF-R.

Comment: Bottom in? Korn’s silly oped + this = green skies ahead?