ANAN reports Bt3,979m 1Q21 pre-sales, 17% higher than target, thanked to 100% sold-out of one condo projects, sees solid demand for condo along mass transit lines.

Comment: Sold out one project @ cost?

BEAUTY develops new business model, by securing distribution channel via retail outlets in provincial areas, sets to appoint 8 large distributors, covering 16K stores nationwide.

BJC sees some impact on sales at stores in BKK, but remained strong in provincial areas, keeps Bt3-4b capex to expand branches.

EA setup 1st EV charging station for BIGC store in Bangkok, sets 1,000 EV overall charging stations target this year, from current 500, Bt800m capex and 20-30% revenue growth, sees solid 2Q21 on delivery of 400 EV buses, to COD battery plant in June-July.

Comment: 1 station! Victory is theirs! No, I have too many question marks about the business model.

HFT to launch CBD drink franchise, mulls JV with partners, while tire business remained solid with backlog until 4Q22, boosting March exports up 40% from January.

Comment: Another player? This is becoming ridiculous.

OR keeps plan to open 110 new gas stations at home, with plans to expand in China, Myanmar and Vietnam.

PTG sees 10% oil sales growth in 1Q21, mulls more investment in non-oil, such as clean energy with partners, target 18m PT Max Card holders by end of year, from current 15m.

Comment: And watch for the palm oil complex listing in 1H22.

PTT and GULF are expected to sign Bt29.05b Laem Chabang phase 3 contract in 2 months, after securing a greenlight from the Cabinet yesterday.
Comment: And Gulf will laugh all the way to the bank.

RATCH reports full COD of 226.8MW windfarm PP, the Collector, in AUD yesterday

TOP may report Bt3.3b 1Q21 NP, boosted by stock gains and recovery in oil and petrochemical, Tabloid.

TQM sees demands for covid coverage rising on daily basis, keeps Bt25b revenue this year and hoping to reach Bt50b by 2026, supported by expansion in CLMV and M&A.

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