ASK: Chailease Capital raised holding by 7.9827% to 9.4219% on Jun 6.

Comment: I still remember when the share price was going sky high in 2021 and they raised capital and asking a good friend (Mrs ML I know you’re here), “since when did ASK become a growth stock?” and she went “this world is cuckoo”

AWC begins construction of Bt5b high-end project, The Ritz Carlton BKK Riverside, comprise of 191 guest rooms & 50,400 sq.m. gross floor area, target completion in 2028.

CCET reported May electronics component sales at $365.68m, +21.54% MoM, +12.9%
YoY, 5M25 came in at $1.69b, +10% YoY.

Comment: Oh oh # still go up. Need a backup to delta? here you go…

GFPT sees 2Q earnings flat QoQ before accelerating in 2H on high season, chicken average selling price is expected to stay within Bt39-41/kg range, firms on 2-3% FY revenue growth target, new slaughter plant capacity 150k tons/d on track to complete w/in 1H26.

Comment: Surprised it hasn’t moved better

PLANB: VGI raised holding by 0.7799% to 20.5528% on Jun 6.

Comment: After the failure of getting Hello LED, this price tanked.

SCGP’s raised additional 30% stake in VN’s Duy Tan Plastics Manufacturing Corp for ~Bt3.7b, now holds 100%, this will enable SCGP Rigid Packaging Solutions, SCGP’s wholly-owned unit, to provide integrated packaging solutions and enhance synergies across operations in Vietnam market.

TOP repurchased of 3 tranches of CD paying interest btw 3.5%, 4.875% and 5.375%, combined worth $ 115.29m, total outstanding drops to $ 1.19b.

Comment: What issue?

TIPCO anticipates positive earnings momentum continue aft purged loss making canned pineapple biz, higher sales contribution of fruit juice products (orange, apple, pineapple, coconut & lemon) to be key driver post restructuring.

Comment: A “restructuring” Every Thai company should be taking advantage of this opportunity to cull the fat in their organisations, and fire those lazy a$$ people that only choose to WFH.