ADVANC: plans to sell telecom & broadband network total Bt50b into JASIF after NBTC give nod on 3BB M&A deal on Sept, Khaohoon.

Comment: This is why ADVANC want’s JASIF, it’s not because of the quality of the assets of 3BB but it accelerates being able to raise capital by selling assets directly into JASIF and have a funding vehicle on hand.

BEYOND: mulls revise up full year revenue target from current projection at Bt2.8b thanks to better than expected OCC, ADR & RevPAR at Capella BKK & Four Seasons BKK Chao Phraya River.

Comment: The room rates are setting records in BKK. There is demand for the super-luxury here.

SCGP: keeps Bt160b full year revenue target after logged Bt66b in 1H, expects packaging demand improve in 2H from recovery domestic consumption, seasonal demand from tourism high season.

WHAUP: wins 3.25mw solar rooftop PPA from Aisin Powertrain (TH), lifts capacity to 717.57mw.