AOT: expects full year revenue reaches pre-Covid level above Bt62b driven by positive momentum from aero & non-aero rev, SAT-1 terminal on track to cod upcoming Sept.

CHASE: reported Bt1.6b bad debts purchased for Bt150m during 4M23, aims to seal 2 more deals before end of 2Q.

Comment: The first time they’ve bought something in 2 years?

COLOR: signed solar floating construction contract valued at Bt347m.

MAKRO: unlikely to make the cut into MSCI upcoming reshuffle announcement on May 11 due to insufficient minimum liquidity requirement, tabloid.

Comment: Seeing is believing….MAKRO has been rumoured to join the MSCI for the past….5 years? or is it 6? Lost track.

NRF: acquires Bamboo Asian grocery store in UK, mulls expand outlets to 5 from current 2 branches by end of year, expects to wrap up 1 more deal by end of May.

Comment: This guy….I appreciate his efforts to try and grow his business, but…where’s the evidence that he’s done anything successful in creating a business as opposed to just buying & selling brands (and doing a poor job of it)

SNNP: anticipates snacks sales jump from mid-May on back-to-school season, maintain 10% full year revenue growth target.

Comment: Argh…proceed to smack head against the wall

PRM: sees positive tankers traffic in 2Q from improved demand for fuels, sets Bt2b capex to expand fleet size, firms on 10% revenue growth target.

Comment: Dropped a few weeks ago because … 1 unit had to unexpectedly drydock. Cashflow is going to remain amazing…

TOA: CFO & Chief accountant, Taweeporn Patanakitraung, resigned.

Comment: News is trying to make this bigger than it is due to the STARK noise.

TSR: company name changed to Sabuy Connext Tech, ticker changed to SBNEXT, effective tomorrow.

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