AOT to lure private sector to develop 46 pieces of land around its 6 airports, covering 2,152 rais or 993 acres to diversify rev mix from the current 55:45 (aero : non-aero)

Comment: If they do more shopping malls…it’d be ridiculous. One hopes that they actually develop something that is more outdoor active focused – perhaps it won’t be the best revenue generator but just imagine a massive Olympic park of sorts that is effectively free for the public to use. That would be beautiful. Granted I’m biased given that I want to see more outdoor activity options in Bangkok….

GULF mulls plans to up electricity production ports both home and overseas, include US and EU, to sell bonds in Sept/Oct for Bt20-30b for devilments and debt repayment.
GULF’s holding in KBANK increases to 82.679m shares account for 3.49% of total o/s and becomes 4th top-holder in the bank as report shown aft book closed for XD on Apr 18.

Comment: GULF is becoming THE Thailand conglomerate. It’s disgusting to observe….

MINT inked deal with Al Fahim Group to joint develop 232 guestrooms, 16 villas project, Avani+ Fujairah Resort in UAE, target cod by end of FY28.

Comment: Still absolute beasts on the mar

PRM sees positive earnings momentum carry thru 2Q driven by cod of 3 new crew boats, full quarter contribution of floating storage & offloading (FSO) vessel, new floating storage unit (FSU) to cod in May give boost to earnings, upbeat 2H earnings as entire fleets run at full capacity & lower dry dock maintain schedule comparing to 1H.

Comment: I still don’t quite understand why the shares are this cheap, perhaps its just that market is still not loved..

SCGP’s planning to invest in the rigid packaging biz in the US, seeking partners to jointly invest rather than M&A, exploring opportunity in new markets in South Asia, Ocenia & Middle East to depend less on Chinese mkt.