AOT expects 2.37m passengers and 14K flights thru its 6 airports during Songkran.

Comment: Every Quarter is going to look great until 2Q24.

BEM said 420K trips at its mass transport services is above pre-covid, and traffic at its expressway network is back to 100%.

Comment: Et voila…

CK eyes 2 large pjs this year, record high backlog at Bt250b, mulls 4 series of bonds at 3-4.15% yield.

Comment: Contractors are begging/waiting for the government to increase the project values to offset the increase in the cost of construction

KTB sets Bt12b capex for IT and infra, mulls joining partner to set up AMC by end of year, sets Bt3-5% loan growth target and keeps NPLs at <3.5%.

NYT sees rising Evs demand from successful BKK Motor Show, expects 260K vehicles thru its RO-RF pier in 1Q, same avg as last yr.

Comment: This has zero impact on NYT’s business….they benefit from the number of cars being exported from Thailand…

SVI sees record high rev at Bt30b this year on demand momentum for electronic, telco and EVs parts.

TEAMG sees solid 1Q23 on domestic pjs, while overseas are getting back to normal, expects yoy growth, supported by Bt4.1b backlog, of which Bt1b to book this year.

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