BJC announced business restructuring plan that separates its port into retails, wholesale, production, imports and exports of consumer goods, with all existing business of BigC are under BigC Retail Corp (BRC), Bt87.1b registered capital, pending listing.

Comment: Et voila, the rumour from last year is true, and just in time for the group as interest costs begin rising and refinancing becomes far more expensive..

CRD signed 2 construction project to build Star Avenue community mall in Chiangmai & SISB Chiangmai campus total Bt152.31m.

DEMCO sees solid revenue growth this year, on Bt2.9b backlog.

Comment: Screw ’em. Ruined a decent company with incompetent management, WEH, and then covid.

DEXON: industrial inspection services provider, Dexon Technology, debuts IPO 123.18m shares at Bt4.5/saher, Phillip Sec leads.

Comment: IPO IPO IPO Hoo-hah! pump! Then again it’s not done by Finansa so….let’s see.

GULF’s raised Bt8b in green bonds and Bt12b non-green bonds for its wind power projects.

Comment: What’s the difference in these bonds? Nothing, it’s just putting lipstick on a pig.

KEX’s parent co, Kerry Logistic Network, to inject Bt3.4b to propel Kerry Express delivery services in Thailand.

Comment: News is a bit confusing, I read it as KEX is reallocating the remaining IPO funds to it’s sub Kerry Express. Haven’t seen anything come out of HK.

MEGA will begin construction of pharma & health supplements production plant in Indonesia in 2Q, 23 new products on track to launch this year, to boost growth from SEA & Africa market, targets 5-6% revenue growth this year.

Comment: TH, VN and ID, they’re just on track to do well in every country they expand to.

OR launches premium bottle coffee and refreshment beverage to expand market penetration from café business, eyes Bt1.2b sales within 1-2 years, expects positive SSSG at Café Amazon during Songkran long holidays.

ORI forms venture with Phuket Villa Corp to joint develop Bt2.1b project, The Origin Katu-Pathong Phuket, pre-sales kick off 2Q.

SC sets 23% pre-sale growth target on Bt40b worth of 25 new projects, with Bt25b revenue, and Bt11.125b backlog to realize until next year.

SCC eyes regional expansion after complete COTTO & SCG Décor share swap, sees more flexibility after streamline ceramic, bathroom & building material business.

VL sees FY23 turnaround from larger capacity after 6 tankers went dry-dock maintenance last year, larger fleet size yoy from 12 to 13, absence of provision for doubtful debts and upside from fx gains, firms on 15% revenue growth target.

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