AWC collabs with Isetan Mitsukoshi Holding to open hi-end supermarket & food hall at One Bangkok mixed-use project.

CIVIL anticipates positive earnings momentum carry thru 2H, supported by transfer of 5 construction project total Bt3.3b, Bt22.243b backlog pending to realize, mulls bidding public & private project total Bt4b later this year.

Comment: That’s a decent multi-year backlog for CIVIL, up to 5 years.

CPAXT upbeats 2Q earnings supported by larger client base from HORECA segment, hybrid wholesale model combined Makro & Lotus under the same roof, tailwind from rental space, eyes 7-9% FY revenue growth target.

Comment: WHAT IF, the core business improves, the margins improve and the interest payments are no longer an issue…(but yes they still have a massive debt overhang)

FLOYD wins 2 EPC project from CPN Residence & TWR Holding total Bt346.82m.

LEO’s subsidiary, Leo Sourcing Supply Chain, signed strategic partnership with Kunming commerce dept to promote cross-border EXIM btw China-Laos-Thai.

MAGURO, a premium Japanese & Korean BBQ restaurant chain mulls selling IPO 34.06m shares (27.03% of paid-up), appointed Jay Capital Advisory to be FA, Finansia Syrus lead underwriter, to debut by end of 2Q.

Comment: WHAAAAAAAAAAAAAAAAAAAAAAAAAAAAAT. Oh that could pump hard…and then crash.

PSTC: Charoen Sirivadhanabhakdi’s daughter, Vanlapha Traisorat, and husband raised holding by 8.9938%, lifts group holding to 17.9877% on May 17.

Comment: Normally wouldn’t bother w/ these transactions here, but this is sizeable…it’s a small co…and I don’t know the play…wind? ev charging? Or does the owner of PSTC owe Charoen a $hitton of $?

SC sold 49% of hospitality unit, SCXH1, to Daiwa’s subsidiary, DH Asia Investment Pte for Bt685.592m aims to jointly develop 306 guestrooms entry-luxury hotel, Kromo, Curio Collection by Hilton in BKK.