AP maintains aggressive launch plan in 4Q, total 23 projects worth Bt35.74b comprise of 11 townhome (Bt11.05b), 9 SDH (Bt16.45b), 2 condo (Bt7.3b) & 1 upcountry projects (Bt940m), will kick-off presales of Bt2.3b condo 29 storey 593 units, Aspire Vibha-Victory, on double day 11.11.

Comment: The decent listed players are doing far better than most expected…no surprises in reality…the 1-2 project players are gone, supply of new projects is far lower than demand atm.

CPN to cod Bt6.2b mall projects, Central Westville, on Nov 29, Central Nakhonsawan on track to cod Jan 31,24, expects to cod Central Nakhonprathom at end of Mar 24.

CRC: food unit, Central Restaurant Group, debuts Korean homemade restaurant from Busan, Kiani, first outlet at Central Rama 9.

Comment: They’re taking MINT (minor foods arm) to the cleaners.

EASTW sees bottom line dip this year from write off pipeline after return to Treasury Dept, expects big jump next year from recognition of 4 contracts sales to CPGC, PTT, Amata Water & Sin Key Yuan Steel, sees demand outlook remain strong for solar panel & semiconductor production.

GPSC’s venture co., with IND partner, Avaada Energy, wins 1.4GW EPC solar project from IND state enterprise, National Hydroelectric Power Corp (NHPC), power to sell to authority under 25 years PPA, target cod by end of FY25.

SCM announced buyback up to 8.8m shares (1.46% of paid-up) under Bt30m from Nov 15,23 till Nov 14,24.

Comment: Another sharebuyback….

WHAUP signed 8mw solar floating PPA with Auto Alliance TH (AAT), lifts renewable portfolio to 181mw, target cod Sept 24.

Comment: I mean….c’mon…we all want to save the world, but deep down you know that this is just to tick some boxes.

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