ERW firms on plan to open 14 Hop Inn budget hotels in Thailand, Philippine & Japan this year, to upgrade mid-scale & luxury hotel group to improve room rate, target 5% RevPar growth this year.

Comment: It’s genuinely remarkable how consistent this group has been. But let’s see still plenty of time to f things up.

GPSC reported Bt15b CD fully subscribed, 5X covered, new capacity 400mw in track to cod this year, lifts total to 6.8k mw.

GUNKUL’s signed a 25-year PPA with EGAT and PEA for 5 solar PP project with 191.8MW capacity.

NER target FY rubber sales volume +5-10% yoy to 510k tons, expects higher average selling price yoy on upward trend, eyes 15-20% FY revenue growth target, sets Bt1.485b capex to up capacity to 818ktpa from current 515ktpa.

ONEE: KCE’s CEO, Pitharn Ongkosit, raised holding by 14.8398%, lifts group holding to 24.8398% on Feb 28.

Comment: Soooo….what’s this….all about.

PTT’s subsidiary, Aron Plus Mobility Holding (AMH) forms venture with MGC to expand EV dealership business.

Comment: Why? I’d really like to see PTT’s board defend this decision being one of commercial and national sense.

RABBIT’s board approved disposal of entire holding in SINGER (23.9437%) 195.165m shares @ Bt20/share to SINGER’s chairman, Adisak Sukumvitaya, valued at Bt3.9b, transaction to complete within FY27.

Comment: This group buys high and sells low.

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