AMATA launches 220 rooms Nikko Amata City Chonburi together with 2 Japanese partners, Fujita and Japan Overseas.

Comment: This is all amata can do, continue to do value-add services to Amata City.

ASIAN sets final price for pet food subsidiary IPO (AAI) at Bt5.55/share, 637.5m shares up for RO subscription from Oct 17-21, TISCO FA, UOB co-underwriter.

BANPU’s new 1,688m share from exercising BANPU-W4 will become tradable today.

BCH raised revenue target this year from Bt17b to Bt19b on recovering patient traffics post covid, mulls 3 new hospitals in EEC.

DUSIT cod 160 rooms resort projects, Dusit Thani Tianmu Mountain Hangzhou, its 11th property in China.

Comment: I do still wonder that if we go to sleep now and wake up in a decade if Dusit will be the management powerhouse that I thought was possible a few years ago .

PSL: local fund, KSAM, raised holding by 0.0703% to 5.0129% on October 5.

Comment: Still paying out stupidly high divvy’s that should last for another 1-2 years.

SAWAD expects to gain market share from high interest rate environment as small HP operators driven out from business from margin pressure, focus on costs cutting prog & assets quality to offset shrinking NIM.

Comment: Well that’s one way to spin the negative story of int rate caps on 1/3 of their business, but yes more market share for the big boys.

SCN sets 20% revenue growth target for FY23 on recognition of NGV bus maintenance contract, hemp business, solid sales in iCNG-NGV, and wrapping up 2 M&A deals.

SPALI reported 9M22 sales +41% yoy at >Bt25b, maintains 4Q launch plan 24 SDH projects total Bt13.3b, firms on Bt28b sales target.

Comment: Market share to the big boys.

  1. AAI: Pet food (and vets) – we spend almost as much on our adopted soi dogs than we do on ourselves.:) This niche company should do well, as I notice a huge increase of Thais having cat and doggie pets.

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