ANAN’s last year presales reached Bt17,473m, thanked to Bt4,384m in 4Q, 18% higher than target, sees sustainable demand for condo along mass transit routes.

Comment: Yes higher than a lowered target, but regardless still shows demand exists out there.

AOT said it has Bt30b cash on hand to deal with current crisis, not seeking more loans.

EGCO to develop its 621 rai of land in Rayong into an industrial estate, expected to take 2 years to develop basic infrastructure and ready for commercial in 2022.

KSL anticipates solid turnaround from inventory gains as sugar price topped 4 years high, expects higher output this year from lesser draught impact compare to last year, surging demand for alcohol & ethanol and contribution from power business boost earnings.

Comment: If this company was better run it would be trading at 2-3x where it is today, just do a comp versus KTIS

PTT signs MOU with IRPC to joint R&D med fabrics for filter & face masks, raw material for med products.

TCAP: Krungsri AM cuts holding by 0.3531% to 4.779% of total outstanding on Friday (January 8).

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