BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25.

DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year.

Comment: At one point we do have to wonder what happens when the tax rebate stimulus goes away, it’s been 4 (?) years of constant tax rebate stimulus.

LH maintained FY22 launch plan at 15 projects total Bt29b, shopping complex (Terminal 21 Rama 3) & Grand Center Point Pattaya on track to cod in 3Q.

Comment: They are taking the market away from …. the Mall Group, not Central.

STARK sees growth momentum into this year, from a record high last year, supported by Bt10b backlog and exports to 50 countries, from 42 currently, emphasizing on high margin products.

Comment: The monopoly play for cables.

SUPER sets By13b revenue target this year, +35% yoy, to book revenue from 358MW this year, including Vietnam windfarm and hybrid PP to CODed in June and September respectively.

TISCO: Massachusetts Financial Services raised holding by 0.0343% to 5.0104% on Jan 10

TKC: Cyber security, smart logistic and cloud solutions provider, Turnkey Communication Service, debuts 78m shares at Bt 18/share, Kingsford Sec leads.

Comment: Whenever you see kingsford participating in a stock know that 1. There’s corruption involved 2. There’s politicians involved. 3. The share price will be pumped and dumped.

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