BDMS sees >3% revenue growth this year on rising patients both local and foreign, with the latter account for 30%, its normal level.

Comment: BDMS is too large to grow revenues at this point beyond price increases.

CPAXT’s interested in joining government’s digital wallet scheme, sets 20% revenue growth target next year, mulls hybrid model for tech integration between Makro and Lotus.

Comment: Well of course that’s going to happen….now for the revenue growth, it’s going to be interesting to see how well CRC competes against Makro. Central is coming at this industry/business w/ fresh eyes & a strong balance sheet whereas Makro has been resting on its laurels and is too busy paying off debt.

SC’s firm on 6 new projects worth Bt10b in 4Q, launches promo to boost sales in 4Q in >60 pjs around BKK.

SIRI firms on record high profit this year, after strong 9M, mulls 22 new projects in 4Q worth Bt36b, including 9 condo projects worth Bt12.4b and 13 horizontal worth by23.6b.

SUSCO sees strong BYD sales, target 300-400/months, to open 2 community malls, Susco Square, to boost non-oil revenue.

Comment: Buy Your Deathtrap

WHA said several Chinese investors are interested in buying almost 800 rais of land, hoping to wrap up at least 1 deal by end of year, revised this year land sale target to 2,750 rais, firms on record high revenue.

Comment: I’ll be interested to see how much uplift there is in momentum due to Srettha’s constant flying around the world selling Thailand.

TISCO: Bt1,874m 3Q net profit, +6% yoy, slightly higher than Bt1,825m consensus.