AWC sees solid 4Q, a record high since listed, on seasonal, boosting rev growth this year to >10%, sees momentum into 1Q24.

CPN plans Bt3b to develop Nakhon Phanom and Nong Khai into secondary cities, with Robinson Lifestyle Nakhon Phanom to open in 4Q24.

Comment: The retail cookie munsterrrrr

MTC in biz remodeling, sees 2H NPL <3.37%, firms on 20% loan growth this year, plans new bonds for expansion.

Comment: Always a “20% loan growth” target for this firm. Would be nice if they begun showing again the breakdown of the products/margins as they used to 6 years ago.

PTT’s agreed to delay accepting payments of Bt8-9b for gas sold to EGAT to help government reduce power bills.

PTTEP is in talks with Wintershall Dea GmbH for the latter’s 10% stake in the Ghasha offshore gas concession in the UAE.

Comment: This is the right move for PTTEP, the cost of drilling for o&g has increased +30% (at least) since 2019.

TTW, via its subsidiary, wins Bt12b 10-year water contract.

Comment: Consider TTW the defacto private arm of governments water division.

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