AMR wins conversion of overhead line to underground system for Green line extension (Sukhumvit 81 – Bearing) total Bt216.5m.

Comment: People that have lived in Bangkok will not even realise the changes that have been made over the past decade, and the coming 5 years. Now regarding this company, where did they come from? Anytime you see such a diverse shareholder base of a relatively newco winning government projects = corruption play.

AOT: Transport Ministry expects cabinet to approve transfer of 3 airports including Udonthani, Burirum and Krabi from Department of Airports to AOT in April, cod in Aug, Tabloid.

Comment: If you’ve been flying around the country during the past 2 years you’ll notice that several airports have been under construction for expansion.

BCH reaffirms solid 1Q from strong Covid related services revenue, RT-PCR test topped 2k cases/day, expects positive momentum continue as MTD new cases (21 days) >1m, tailwind from SSO patients & contribution from hospital in Laos boost earnings.

Comment: I look forward to the day that these useless PCR tests are no longer part of the revenue stream for the hospitals.

BEYOND sees 125% revenue rise in 1Q22 to Bt312m, on track to meet Bt1,800m target this year, mulls selling 2 plots of land in Rayong and Tak, 1,784rais worth Bt1,600m.

BTS signed MOU with Sinar Bina Infra, Ancom, Nylex (Malaysia) and LBS Bina Group Berhad to conduct feasibility study to joint develop light rail transport system to connect RTS Link Spore-Johor Bahru to Thailand, SEC filing.

Comment: Nothing will happen. Malaysia and Singapore still can’t figure it out, do you have faith in Thailand and Malaysia organising something within this lifetime?

SAK branches out from consumer credit, agricultural lending and HP to land loan to expand segment coverage and diversify to secure loans.

SINGER and FN to expand 2k sq.m. home appliances, IoT, IT & living products, pilot projects at Jas Green Village community mall.

Comment: Is SINGER now viewed as a necessary partner for smaller companies? To utilise their products/financing/network?

STANLY anticipates solid turnaround this year from wider margin on lamp sales from several new launched models, more parts order from EV campaign.

TOP’s shareholders will be asked to approve plan to sell 10.78% stake in GPSC to PTT worth Bt22b at April 7 meeting.

TRT sets 10% revenue growth target to Bt2,279m, supported by Bt700m backlog and 101% growth in battery business, contributing Bt100m this year.

WGE signed contract to develop Chateau in town @ Sena station projects total Bt292.5m, lifts backlog >Bt3.3b.

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