BTW: wins EPC contract for Green Methanol plant in NEOM project Saudi Arabia valued at Bt 444m.
CBG: reached agreement with English Football League to extend sponsorship of Carabao Cup for the next 3 years for GBP 18m (Bt 800m).
Comment: Well, why not, it does give them global coverage…
GULF: signed solar PPA with Electricity Generating Authority (EGAT) for 12 project combined 649.3mw, target cod FY24/25.
Comment: Printing $$$$$
KTC: 3Q net profit due tomorrow, Bt 1.77b consensus.
LH: maintain 4Q launch plan 8 SDH & 1 condo total Bt 45b, aims to accelerate transfer in FY24, mulls selling 2 hotels (Grande Centre Point Pattaya & Grande Center Point Space Pattaya) to LHHOTEL before end of year.
Comment: Still the best developer in the country, nothing crazy, just straight forward products and business with a consistent customer base.
SC: reported rec high residential sales in 3Q at Bt 8.5b +63% yoy, lifted 9M23 to Bt 20.7b +20% yoy, will launch 6 SDH valued at Bt 10.7b in 4Q.
TAN: lifestyle & fashion product retailer, exclusive distributor of Marimekko, Pandora, Cath Kidston, HARNN & Vuudh, Tanachira Retail Corp, debut IPO 77.5m shares at Bt 16.5 apiece, Kasikorn Sec leads.
Comment: Rogue’s gallery of big hitting minority shareholders here.