AOT sets Bt6.66b to revamp 3 airports transferred from Department of Airport including Buriram, Krabi & U-don-Thani, will officially operate from 3Q24 (Apr-Jun).

Comment: You won’t recognise these airports after they’re done. I’ve seen the improvements in some of the recently done airports, it’s just great.

ADVANC is in talks with OR and a digital platform provider on a potential partnership to apply for a virtual bank license from the BOT.

Comment: YAWN! BOT let’s get some real players…you’re just letting the oligarchs get larger and larger. And they’ve been absolutely shit at ensuring their slaves/employees make enough $ to be better customers.

CPAXT’s upbeat 1Q earnings from positive SSSG, supported by consumer spending ahead of CNY, tailwind from easy e-receipt tax rebate stimulus, mulls adding 8-10 Makro branches this year, upgrade online channel & mobile app to expand HORECA segment coverage.

Comment: Low base effects? How about they answer this q….how much cashflow does Makro & lotus make to pay off their outstanding debt? Or is cashflow only enough to pay off the interest?

RBF sets 10-15% revenue growth target this year, on oversea sales, especially India, to boost existing and new products sales, while new Ayudhaya plant to COD in 3Q24.

Comment: Perhaps all the noise regarding cannabis has finally left the stock.

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