AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center.

Comment: That’s it? Rubbish.

BTS in talk with BBL to set up virtual bank.

Comment: Ohhhh boy. Will this be put into RABBIT?

IVL mulls taking over PTL, by taking 50% stake from major holders and tendering for the balance, expected capex at Bt23b, supported by Bt30b cash on hand, to expand PET and film for packaging, Tabloid.

Comment: PTL’s share price has yet to move on this. So no smoke…but this morning it is…hmmm.

PTTEP to bid for 2 new petroleum contract, result by Feb 23.

Comment: I still can’t find a reason for oil to not stay high this year, perhaps there might be some weakness in 1H23, but with China opening up (in a messy manner probably) that’s a lot of demand coming back online.

LEO said an SG fund had bought 9m share big lot (2.8%) @ Bt13.1 and 1m LEO-W1 @ Bt1.08, worth tot Bt118.98m on Jan 16.

Comment: And then? III & WICE are better operators.

RS target FY23 revenue >Bt5.5b, supporting by e-commerce expansion, adding health supplements, skin care & pet items to boost margins, ramp up investment in entertainment business, digital platform, events & concerts as virus eased.

Comment: Their IPO of Chase is a question mark at the moment. It’s effectively a fake AMC – or lets say a poorly put together one – just to IPO.

SYNEX launches new premium smart phone, Honor X9a 5G at Bt11,990, on sale from Jan 27.

TSR sets Bt4b revenue target this year, on Government’s shopping incentive and 2 new water purifiers under SAFE brand, Flip and UV Beyond models.

WARRIX upbeats outlook from strong demand for TH national jersey after soccer team won AFF cup, sees sales on TH league jersey pick up as fans scoop up players on national squads, expects sales momentum accelerate ahead of West Asian Football Federation Championship (WAFF) tournament in UAE kicks off on Mar 20.

Comment: And you now see staff in 7-11 wearing Warrix branded shirts.

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