AOT to speed up its Bt100b expansions at Suvarnabhumi and Donmuang airports to support 95m passengers p.a.

Comment: AOT’s management is doing the right thing with this.

BGRIM’s renewable unit, reNIKOLA (BGRIM Malaysia 45% interest) has acquired 100% in BGMCSB & ISSB which operate 2 solar projects combined 90mw capacity, as a result BGRIM Malaysia indirectly held 45% of economic interest in BGMCSB & ISSB.

DELTA will trade new par at Bt0.10 from Bt1.00 from April 28, while its board lot will also be changed to 100 shares from 50.

Comment: It’ll be interesting to see how it trades after this.

KTC sees 20% rise in credit cards spending from collaboration with BDMS Wellness Clinique, focusing on innovation and tech for healthcare services.

MGC: automotive retail, insurance brokerage and yachting businesses, Millennium Group Corp, debuts 280m shares at Bt7.95 apiece, Bualuang & Finansia Syrus joint leads.

Comment: And despite the overall poor market, it still opened up.

MINT sees QTD 2Q avg OCC from hotels in EU within 70-75% range vs 60% in 1Q, QSR revenue above pre-Covid level thanks to positive SSSG from improved dine-in traffic, expects positive earnings momentum carry thru 2H from MICE segment.

Comment: But they’ve downgraded their outlook for the whole year, and no one talks about the Food business which is facing competition left right and center, especially pizza company.

STPI signs 2 new wellhead platform decommissioning contracts worth Bt1,845m.

Comment: I do wonder if we are going to see STPI and it’s peers begin to perform when O&G capex picks up (well it already has….)

TCAP: MBK raised holding by 0.0314% to 19.6869% on Apr 20.

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