CCET reported March electronics components sales +11% yoy to US$ 332m, +2.66% mom, 1Q25 sales +15.8% yoy to US$ 1.02b.

Comment: Oh, revenues’ still continue to increase. For those unware, taiwan co’s report their revenues (only) on a monthly basis

KTC: credit rating upgrade to AA from AA-, stable outlook at TRIS, continuous improvement in operating results and asset quality significantly strengthen co, financial position, stable outlook reflects expectation that company will be able to maintain market share & asset quality under efficient collection and lending standard.

Comment: I should go through their books again and see how much is only interest payment and not actual full payment of loans..

MAGURO opened 3rd branch of Tonkatsu AOKI at One Bangkok, 2 weeks after cod-ed 2nd outlet at Velaa Sindhorn Village, aims to capture higher spending per bill from white collar, expats, tourists and family dining.

Comment: It’s still not cheap….but the low base effect comp is there i.e. 1-2 store expansions = a high % change

SNNP to be added to SET100 & SET100FF index upon deletion of JTS due to defaults of bond payment, effective at the close of Apr 11.

Comment: This company has incredibly increased it’s profit base 5x over the past 5 years. But it’s still at 20x earnings despite the share price being -50-60% from its peak.