ADVANC’s upbeat 2Q ARPU after revamped airtime package, broadband deal (TTTBB) to conclude by end of 3Q.

Comment: Disappointing earnings…and there is a major risk for ADVANC, that Telenor will send decent management to run true&dtac.

AOT expects to receive permit for operating 3 airports (Krabi, Buriram & Udonthani) within 3-4 months, then propose cabinet for assets transfer, Thaipost.

AQ: company, name changed to AKS Corporation, ticker changed to AKS, effective today.
Comment: Backdoor listing.

AS: company, name changed to Asphere Innovations, ticker remain unchanged, effective today.

Comment: Ok tabloids…we know this…

ASAP targets full year revenue exceed Bt4b driven by strong car rent revenue on positive tourism momentum, tailwind from used cars sales, will wrap up used cars big-lot valued at Bt450m by end of 2Q.

Comment: Could be a great turnaround story…

ATP30 in talk to secure shuttle service contract with 3-4 clients, sees strong interest for E-bus as corporates gear toward for zero emission commuting.

DITTO sees 20-30% revenue growth this year, supported by Bt4.4b backlog, eyes big project bids.

GUNKUL expects to secure additional EPC solar construction project in 2H after winners of renewable PPA auction signed contract with EGAT late May, mulls listing solar contractor subsidiary to unlock value, firms on 15% full year revenue growth target.

Comment: Still the kingpin in the industry, however, they still have that land issue outstanding…

KTB sees rising fee income, after collaboration with Fidelity and KTAM to allow purchase of 3 newly launched funds to be purchased via its Pao Tang and Krungthai NEXT Apps, with plan to extend to all of KTAM’s funds as well.

Comment: It’s the pao tang app….it’s a major advantage for KTB.

JTS has resumed bitcoin mining operations after recent surge in price, and expand business towards Bitcoin Ecosystem.

Comment: Dump this POS

MTW: par changed to Bt0.5 from 1, effective today.

PLT signed a 5 years LPG land transport contract with OR, starting Dec 1,23 till end of Nov,28.

TSE starts solar power plant in Japan, Onikoube, 133MW with immediate revenue recognition in 2Q, eyes >150MW more bidding.

Comment: Eventually Japan will be clever, dump solar, and return back to nuclear…

THCOM mulls investing Bt15b for new satellite, will finalize plan by end of 2Q, seeks to branch out from transponder services to space tech for new S-Curve.

Comment: In 2 years from now, given what we know today, it could become a great play.

TLI and WHA are expected to be added to SET50 in 2H23, while SET100 will also welcome TLI, BTG, AEONTS, TASCO, MBK, BA, SISB, AURA, and SNNP, Tabloid.