BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival.

Comment: Aging expensive doctors are a risk for hospitals…& a limitation to their expansion.

CHEWA forms 51:49 jv with Nippon Steel Kowa Real Estates to develop Bt1.014b condo project, Chewathai Hallmark Ekamai-Ramindra.

Comment: A pet project for the Amata Group family.

CPN sets up CPN Global Vietnam, to manage real estate projects in Vietnam.

Comment: This isn’t your father’s Central, this group is moving faster, expanding quicker and cutting faster. Now is this a good thing? I don’t think so….the power of central in the past was that they were incredibly conservative/accurate in their analysis before expanding. Now they are taking bets and are cutting businesses down years before it may materialise. The issue with Central today may that be 1) Too many consultants and bankers are working there 2) Their 8alls are getting too big after being the only group in the country that is coming out of Covid rocking and rolling. 3) They’re applying short term metrics to long term businesses.

INSET will wrap up Bt1.2b EPC contract to develop hyperscale data center by end of 1Q, lifts backlog > Bt2b, expects to secure additional contracts from current bidding valued at Bt1b, eyes Bt1.7b full year revenue target.

ORN inked deal with UK partner, Mill Hill Education Group, to establish international school under the chain of Mill Hill School in Chiang Mai province.

SAPPE sees drinks exports sales to be key growth driver this year especially from EU market, new production line on track to cod in Mar, lifts total capacity by another 25%, seeks partner to expand distribution channel abroad, rolls out new products to capture demand upcoming summer season.

Comment: Someone, anyone, please tell me how to forecast consumer product growth?

TTB appoints Lotus supermarket to be banking agent, allowing customers to deposit, pay bills at its 2,300 branches nationwide.

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