BDMS sees year-to-date fly-in patients reach 30% of total rev, potentially hit 35%, above pre-covid level by end of year, allots Bt1.8b to adds 3 hospitals, seeks to expand market share from SSO patients, eyes 6-8% FY revenue growth target.

Comment: And that’s the best growth you can hope for, as they’re a behemoth now.

CKP’s upbeat 2H outlook from improving power gen efficiency at Xayaburi hydro pp on rainy season, positive momentum from solar high season to take toll in 4Q, mulls tapping in solar rooftop to enhance value.

OR target 7,000 EV chargers (DC) via its EV Station PluZ by 2030.

Comment: So there will still not be enough points available for EV driving throughout the country…

ORI reported Bt12.4b residential property sold in 2Q, +29% yoy, lifts 1H to Bt24.4b, +38% yoy, will launch 24 project total Bt28.7b in 2H, firms on Bt45b FY sales target.

PTG reassures double digit growth on 2Q fuels sales volume, rolls out campaign on non-oil business to offset low driving season, revamp retail stations to reap benefits from high season in 4Q.

Comment: They need oil prices back down to USD50/bbl, when this happens, the shares can re-rate to 18-25/share.

SPALI maintain 2H launch plan 27 project total Bt29b, expects positive earnings momentum continue from Bt15b backlog pending to realize, transfer of Supalai Loft Sathorn-Ratchapruek & Supalai Premier Si Phaya-Samyan.

Comment: There is an overhang on the shares due to that 1 project without EIA approval…

TBN in cash balance list trading from July 10-27.

Comment: What happened here? Lots of questions, not bothering to look into it, it’s on my POS list for now until the board/management proves otherwise.

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