AOT: Vietjet annced resumption of SIA – Danang route, 3 flights/week from Mar 27.

Comment: VN was far stricter than Thailand in their restrictions, but I wouldn’t be surprised to see them open up far faster. Hell, even Malaysia is opening up faster than Thailand with less onerous requirements

BEM: Office of Transport and Traffic Policy & Planning (OTP) target to implement EMV contactless ticketing for Blue/Purple and Red line from Jun to enhance convenience & connectivity for travelers.

KTC’s board extends retirement of CEO, Rathian Srimongkol, effective Dec 1,22- Dec 31,23.

Comment: He’s been the main reason that the company has performed so well over the past decade.

IMH to cod 300 beds community isolation by eo-Mar, expects ATK sales contributes Bt50m in 1Q, will wrap up 1 M&A hospital in 2H.

SPALI reported 2M22 sales +20% yoy, maintained 1Q launch plan 9 projects total Bt14b.

SPCG’s already secured 3,111 rais of land for EEC solar farm projects, with 316MW in 1st phase, firms on at least Bt4.7b revenue this year.

SGF sees strong recovery on motorbike & used car hire-purchase, expects NPL under control from improved job market, target Bt1.7b loanbook by end of year.

TFG established 2 subsidiaries Thaifood renewable co., & My Pet, aims to generate power from wastewater treatment, expand integrated dog business.

Comment: Minimal net impact on the #s

WHA may book Bt500m gain from selling 2 data centers in 1Q, sets Bt4b 5-year capex to transform into tech co.

Tisco Bank, an advisor to Telenor, said shareholders should approve the planned merger between DTAC and TRUE. This merger is also subject to approval from regulators.

Comment: Of course its going ahead, Telenor wants the exit – just as they have everywhere in the region.

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