BDMS sees this year growth at 3X the GDP, on growth in both Thai and foreign patients, and 2 new hospitals, Bowin and Chiangmai (expansion), by end of year. In collab with 7 insurances to launch BDMS preventive vaccines to create sustainable immunity.

Comment: BDMS is a becoming a vaccine pill pushing entity – margins go up!

BJC moves forward with talks with new business partners to import quality products and to boost procurement efficiency, firms on 4-6% revenue growth target this year.

Comment: Historically you’d say that BJC was a decent compounder until it’s balance sheet begun being shafted by leverage.

CENTEL sees solid 2Q after April revenue grew by 9%, to open 1 new hotel in Nepal and 2 in VN, firms on Bt26.5-27.5b with 50:50 Hotel:Food split.

Comment: Still a solid play. The rates that they are able to achieve are amazing…

MOSHI expands branches to boost rev with new products, maintain 15-20% revenue growth target this year.

Comment: Do we look at this as a retail play? Or a hype machine that when there’s a good partnership it’ll spike and return back to normal? They’ve beaten back the Temu fears easily as well.

NER sees high demand for rubber especially after 90-day truce between US-China, in worse case, China auto biz can still support demand for rubber, with 3b ppl in China + the world, sees solid 2Q, firms on Bt34b revenue target this year.