A5’s 80 units 29 storey hi-end project, Tonson One Residence, under jv Capstone Asset begins transfer in 2Q, expects positive earnings momentum in 2H from Bt4.5b backlog, maintain launch plan total 4 projects worth Bt8b in 2H. Comment: Well…they launched/planned all these projects and deals right before covid…at a time of cheap capital, let’s see […]

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ITEL: expects to wrap up hyperscale data center lease deal by end of March, upbeat outlook aft teams up with AU partner, Etix Everywhere. Comment: So a REIT for its data center and ETIX is buying out AIT and WHA in one of their data center co’s MCS: reassures solid 1Q from steel module transfer […]

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