ARIP reaffirms solid turnaround this year driven by organizing events backlog total 17 projects worth Bt124m, tail wind from digital marketing, creative content & e-learning solution to boost growth, eyes 30% FY revenue growth target.

Comment: I do wonder about this industry, obvious tailwind, not sure if the local players can do as well as they should.

BM’s firm on record high revenue in 2022 to Bt1.3b, +20%, on realizing backlog at Bt500-600m, sets Bt1.6b target for this year, +20%, boosted by furniture exports and vending machine frame orders for FORTH’s Tao Bin robotic barista.

DELTA’s board approved par split from Bt1 to Bt0.10.
DELTA reports Bt 15.34b, +129% yoy, topped Bt 14.03b consensus, robust sales of EV power & power supplies for data center, wider margins from lower raw material costs & Bt450m FX gains boost earnings. To split par from Bt1 to Bt0.1, seeks holders approval on April 7, pays Bt4 dps, XD Feb 28.

Comment: Hooooooooooooooollllllllllllyyyyyyyyyyy crap

JWD: co., name changed to SCGJWD Logistics, ticker change to SJWD, effective tomorrow (Feb 17).

PTTEP, Petronas Carigali Sdn (PCSB) and Petroleum Sarawak Exploration & production (PSEP) consortium wins Malaysia offshore EP field Block SK235, PCSB will be operator with 60% interest, PTTEP 32.5% & PSEP 7.5%.

Comment: Find the O&G service providers in this region, they are going to finally start making bank.

RATCH to acquire 36.23% stake in PT Paiton Energy & in Minejesa Capital B.V to obtain interest in 2,045mw coal-fired pp located in Paiton Powe Generation Complex in Indonesia.

WHA in talk to lease 400k sq.m warehouse to industrial clients, expects to wrap up within 1H.

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