BTS & BEM are expected to benefit from surging ridership on Blackpink concert this weekend Jan 7-8.

Comment: News is reallllllllllllllllly lacking this first week back.

CENTEL sees advance booking from Chinese travel agents accelerates ahead of China border reopens.

Comment: Would be good to know what % this is of total bookings.

EKH sees higher demands for fertility services after China reopening, sets 300 couples target this year from 100 last year.

Comment: Ka-ching, it’s not just chinese, the indians will be using it as well.

KTB signed MOU with ADVANC, setting up virtual bank, ready to start operation once receiving greenlight from BOT, confident of growth, supported by 50m client bases and Krungthai Connect, PaoTang and TungNgern Apps, mulls hiking lending rate again if BOT raises its on Jan 25.

Comment: Seriously, what’s the point of this for KTB? How is this really going to be competition for the banking industry? Shouldn’t virtual banks not be owned by the banks?

PRINC sees non-covid patients rising, to open Sakolnakorn hospital this year, the 13th overall and 3rd in N-Eastern.

SEAFCO expects to secure at least 1-2 contract from current bidding 4 projects, Bt1.75b outstanding backlog to realize this year, sees upside from West Orange line MRT expansion, eyes Bt2b revenue target.

SGP sees solid 4Q22 on seasonal, expecting FY22 LPG sales at 3.65m tons, +11% yoy, boosting revenue to >Bt100b, a record high. China reopening to help exports which is account for 80% of sales, mulls expansion into Cambodia, after acquiring LPG distribution license there, and Indonesia.

SPA: local fund, BBLAM, cuts holding by 0.4093% to 9.5961% of total outstanding on Wednesday.
Comment: Still think this has legs, even though the valuation doesn’t make any sense.

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