AOT’s firm on solid 2H24 (April – Sept), pax at 6 airports to exceed 120m target, sets 140m target next year, pre-covid level, mulls seeking board approval for interim dividend, while bids for 3rd ground operators to start in Jul, with AOTGA to participate, sees Bt2-3b revenue from 3rd phase expansion at Donmuang to cater for 60 private jets/d.

BAM launches campaign to sell NPA directly to end clients, offers mortgage with avg MRR 7.4% p.a., aims to capitalize on high bank’s loan rejection rate, teams up partners to sells 23k items on hand.

Comment: Look at that MRR, 7.4%! What are yields now in the condo rental market?

BROOK: board approved ticker changed to BTC, co., name remains unchanged.

Comment: Now you know they’re taking the piss.

LEO in talks logistic partner with e-commerce platform, expects to finalize deal within 3Q, will wrap 2-3 M&A later this year.

MC will add Mc outlet to 150 branches from current 129 by end of fiscal year FY24 (end of Jun), revamp online channel to expand contribution from e-commerce, in talk with partner for new collection, aims to expand segment coverage, firms on Bt4b FY24 sales target.

Comment: There’s still pockets of the country that they can expand into – parts of the north east are bustling, rayong etc still has room. This isn’t a surprise, but value them as a single product – local play.

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