ARIN: local fund, BBLAM, purged entire holding 15.3312% to ex-Labour Minister, Suchart Chomklin, on Oct 11.

Comment: Compliance should be asking questions about this…

CENTEL anticipates 2H turnaround on absence of expense on opening Centara Grand Osaka, relief margin pressure on F&B unit from lower food costs, positive OCC momentum via TH & Maldives hotels on seasonal.

Comment: When it’s sub 40 it’ll be interesting again..

IMPACT sets Bt195b capex for Sky Entrance connecting Pink Line station to COD in 2025.

Comment: Woah. I wonder if there’s a typo. There’s no way it costs this much…

NER upbeats 4Q earnings from strong rubber sales volume and improved selling price on tight supply, firms on 500k tons full year sales volume target.

Comment: Let’s see if the great margins continue to hold

RT’s completed Bt2,814m 1st contract to build 9km water tunnel, sees backlog rising >Bt10b with revenue recognition until 2029.

Comment: Always like the idea of this company, specialists in what they do, minimal competition.

TTW’s subsidiary, PTW, wins water treatment & system maintenance contract for Pathumthani water treatment plant, Bt6.5/cu.m (excluding VAT) and adjust according to CPI on every 1st day of Jan each year under 10 years duration.

Comment: Yeah because they are the defacto private arm of the Pathumthai Water Department. And this concession isn’t going away.

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