AOT: will raise passenger service charge (PSC) from Bt 700 to Bt 730/passenger for international departures & from Bt 100 to Bt 130 for domestic starting Apr 1.

Comment: Well that’s an instant bid….

BJC: reaffirms solid 1Q driven by robust sales of consumer goods supported by CNY spending, international travelers, shopping tax rebate stimulus & lower finance expenses, aims to list subsidiary, BIGC Retail (BRC), on SET this year after delayed from Aug 23.

Comment: You’re broke, until you raise equity and CRC is coming to take your market <= same applies to MAKRO

ORI: revealed FY24 launch plan, 14 residential project total Bt 20b, eyes Bt 36b condo sales this year after logged Bt 34.7b in FY23, 10 ongoing project valued at Bt 12b schedule to complete this year, aims to achieve Bt 18b transfer target.

SUSCO: target FY fuels sales volume growth btw 8-10% supported by improve demand for travel, expects positive momentum carry thru Thai new year in Apr, mulls adding 12 branches of BYD dealership this year to expand coverage, explore opportunities to expand non-oil biz.

Comment: Even the punters say it’s run too high…

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