BCP sees recovery in fuel sales, after boosting refinery output to >120K bbl/day, sees growth in marketing business, plans to add 80-100 retail stations, boosting total to 1K by end of year, sets Bt39b capex for this year.

Comment: There’s still plenty of room for BCP to grow in the retail business.

BDMS plans Bt23.5b investment to develop a wellness center in central BKK that includes residential and health-services buildings, funded by cash flow, loans and debentures.

Comment: The big just keep getting bigger.

GFPT mulls revising up full year revenue target from higher Chicken avg selling price following Malaysia exports curb, higher contribution from McKey from products distributed to McDonald TH & overseas.

Comment: So at what point will Thailand ban the export of food to other countries to protect the population from higher prices? Oh yes…this government never cared…

GULF and GUNKUL plan 50:50 venture to develop renewable-energy projects both here and abroad, target 1,000 MW within 5 years, focusing on solar and wind.

Comment: GUNKUL has positioned itself very well in the renewable space, partnerships and expansions everywhere.

IRPC to wrap up 1-2 investments in related business by eo-2Q, sees windfall from stock gains, to boost contribution from special plastic products and enter EV segment.

OR sees strong 2Q on higher sales bot auto and jet fuel, sets Bt200b 10 years capex, target Bt40b EBITDA by 2030.

Comment: Jet fuel demand will surprise to the upside.

PTTGC sets USD500m capex to expand bioplastic and recycling business, on track to COD bioplastic from sugarcane in 3 years, stock gains to help cushion volatile oil price.

SPALI launches Bt2b SDH projects, Supalai Bang Yai, 36 acres 480 units, pre-sales kickoff Sat (May 28).

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