Note: It still seems to be an incredibly quiet news period.

PTTGC t/g chem sales +7-10% yoy on shorter period of maintain shutdown, higher contribution from Allnex on improved demand for coating for auto, metal and packaging, sees FY PE spread higher yoy, set US$150m FY24 capex to increase proportion of HVA products.

Comment: Yawnzz but the share price is stupidly cheap…

Industrial Estates are expected to benefit from arrival of DELTA’s supply chain partners from Taiwan & China after announced Bt10b capex plan to expand capacity & establish R&D in Thailand.

Comment: Well…ok

TQM: local VI, Jarunee Chinwongworakul, raised holding by 0.0765% to 9.5143% on Feb 16.

Comment: Is he looking to take over this or just be the largest #2 shareholder?

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