BAM launches NPAs sales campaign Mar 1-31, 1,000 property up on showcase event, offering free transfer, interest free first 12 month, Bt20k discount via online purchase via Shopee-Lazada, cash back program.

BANPU expects to report 10 year high profit this year from strong coal selling price, Bt5b gains on disposal of 47.5% holding in Sunseap (Solar Rooftop), full quarter recognition of Temple 1 power plants in Texas aft acquired in Nov 21, resumption of BCLP & Nekoso pp following maintenance shutdown, Tabloid.

Comment: And if only they didn’t do that cap raise so early into this commodity run…share price would be ridiculously higher…

CAZ anticipates record high profit 1Q22 from transfer O&G EPC projects, expects clarity on PTT O&G and TOP’s refinery project within 1H, Bt4b backlog to realize this year, firms on 20% FY revenue growth target.

GULF mulls investments in 5 hydro plants in Laos, renewable projects, in TH, US, EU, aiming to increase renewables to 30% by 2030 from 9% last year. Excluding acquisitions, it plans to invest Bt100b thru 2026 on new PPs, deep-sea ports and intercity highway projects. To speed up talk with Binance to set up crypto exchange in 2Q22, sets 60% revenue growth target this year.

Comment: Crony cookie munster

MICRO sets up Micro Leasing for motorbike HP, target 24-36% interest rate p.a.

Comment: Low interest rate environment my 8alls. But compared to the loan sharks that charged 10-20% per month, these are cheap, naturally the aim for them will be to figure out the LTV & loan growth targets without requiring constant cap increases.

RS sees 43% revenue growth this year, record high to Bt5.1b, from commerce and entertainment, with ULife to add Bt1b and become top 5 in direct sale business in 3 years, mulls listing of Chase in 4Q and bringing in Popcoin to its ecosystem and listing in Bitkub.

Comment: That’s because the past 2 years have been absolute rubbish for RS, Chase is a goldmine for them (as I love the NPL AMC industry).

SABUY to wrap up 3 investment deals in 3 courier business within 3-6 months, from current 6 brands, with >10K branches, target 20K by end of year, boosting revenue by Bt2-2.5b, a 100% growth overall yoy

Comment: Great accounting gains, I want to see actual business gains.

SSP invests Bt751.79m in 25% stake of 45mw Romklao Wind Farm projects located in Mukdahan.

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