AMATA: Maintains medium-term industrial land sales target of ~448 hectares (2.8k rai), supported by data center-related demand. Upside optionality from Vietnam expansion and Laos industrial project (Amata Smart & Eco City Namor near China border). ~50% of THB19.7bn backlog scheduled for transfer this year supports earnings visibility.

Comment: There is no upside optionality from Vietnam, because this group does not know how to do business outside of Thailand.

BBL: Maintains FY loan growth target of ~3% YoY, with NPLs guided within ~3.5% range. Continues to see Indonesia as a key growth market, leveraging FX hedging and local currency lending capabilities built over 60 years of presence.

Comment: Tony is going to try and make Indonesia his BBL fiefdom.

DELTA: Market expects potential Q2 profit softness (~5%) due to shortages of key components (notably high-voltage MOSFETs and memory), causing delivery delays. Street commentary suggests possible near-term correction toward ~THB275, with potential accumulation opportunity ahead of a stronger rebound.

Comment: And a bit of deflation coming to the share price?

DITTO: Launching Blu Green Token (BLU) with Token X subscription window July 3–13. Pricing at THB1.20/unit, total issuance 400mn tokens, capped retail subscription of THB300k per investor. Expected return ~10.35% p.a., including 3% guaranteed return from DITTO.

Comment: How is this not a total scam? C’mon someone come and defend this, tell me exactly how this works, how investors benefit, how it adds value etc etc, and I’ve been looking at crypto since 2013. Are they offering free zoo trips with this Token? GFY…..

RJH: Positive 2Q outlook driven by higher utilization, increased surgical cases, seasonal OPD demand, and SSO tailwinds. Company reiterates ~10% FY revenue growth target.