ADVANC said Arbitration Panel has dismissed a claim filed by TOT for Bt16.3b plus 1.25% interest per month, yet TOT can still fight in Admin Court.

Comment: I wonder how much TOT will accept to walk away from this claim, at the end it’ll just be a numbers game

AOT: Transport Ministry approves SIA north expansion including 3rd runway combined worth Bt42b.

AP will launch 3 SDH projects combined worth Bt2.82b, presales kick-off March 21-22, sees healthy demand for townhome under Bt2-3m range.

Comment: I’m seeing their ad’s online reducing townhouses from THB 18mn to THB 12mn just to clear inventory

BCPG spends Bt3.447b for 45MW Nam San 3B PP in Laos, signs 25 years sale contract with Vietnam.

MC sets 8-10% revenue growth target, sees turnaround from online/offline connectivity.

NCH postpones 5 SDH projects worth Bt3.5b to 2H20, rolls out promotion to purge inventories from existing 9 projects, reassess full year launch plan.

PTTGC sees >10% revenue growth this year from 11% rise in capacity from 3 new pjs, plans Bt15b bond in 2Q20 for M&A.

SIRI launches promo for Bt1.575b the Base Sukhumvit 50, offering 1-year instalment payment.

Comment: The most amusing promotion recently seen was the one by Supalai to allow buyers to lease a freehold property for 30 years and receive a 35-40% discount.

NBTC said all 5 bidders, ADVANC, TRUE, DTAC, TOT, CAT, have passed qualification to join 5G license bids.

Comment: But apparently DTAC is bowing out from one bands…hence the share price decline…but the company will probably do a deal with TOT/CAT to rent the towers.

TASCO expects earnings bottom out 4Q19 after hit by stock loss and fire incident at oil depot last year, Bt146m insurance claims to provide cushion, target asphalt sales volume growth +6% yoy to 2.2m tons, FY19 due this Friday (Feb 14) Bt2.56b consensus.

Comment: Again its due to the margin, sharp drops in oil price => great margin boost for TASCO