BAM received a proposal from one bank for NPL & NPA port, confident of securing >1 JV deal with banks to set up AMC in 1H22, in talks with 4-5 banks, sets Bt9b capex.

Comment: The listed players JMT CHAYO and BAM should have a great 5 years.

CENTEL said OCC at its hotels in Maldives in January had risen to 83-86% vs 2019, while Phuket’s hotels are doing good, F&B also recovering well

Comment: More and more market share for the big boys.

GPSC may book Bt489m gain from selling ISP1 stake in 1Q22, to be spent on expanding clean energy business.

IVL sets $4.7b EBITDA target by 2030, focusing on 3 key business, PET, IOD, and Fiber.

The SEC urged JTS shareholders to make a “careful study and decision” of an independent FA’s call for them to reject the company’s plan to invest in Bitcoin mining.

Comment: Just look at the share price rise of JTS. How much longer until it resembles my favourite Xmas tree look for Bs names? But, if the dream comes true, isn’t JAS worth a lot more?

RBF sets 10-15% revenue growth target this year, on recovering purchasing power, to start CBD extracting plant this week

Comment: Look at RBF’s cannabis business like a tollway, any mainstream cbd product in the country will go via them and they’ll keep taking fee.

WGE sees recovery in construction business, sets to secure at least Bt3-4b contracts, boosting backlog from Bt2.6b currently, of which 70% will be realized this year, and revenue growth of 50% this year.

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