ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB.

BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex.

EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity

JAS received Bt942m from last exercise of JAS-W3.

MINT expects NH Hotel operation in EU to improve in 2H as cross border travel is allowed, target reopening 80% of hotels in EU by end of-3Q and 100% in 4Q.

Comment: Post the RO it’s time for them to go on a PR blast. 

SMPC upbeats FY20 earnings from strong cooking gas containers sales as WFH and lockdown boosted demand for self-cooked, expects margins to expand as steel px drops, firms on 30% FY20 revenue growth target.

Comment: Stock may run to 12/13 as it did in the past, q marks over the strengthening thb/usd over the past 3 months.

STA expects to book Bt2.3b associate income from STGT this year, Tabloid.

Comment: Ka-ching

STGT may report Bt800-1,000m 2Q20 profit, +344-455% on rising demand for rubber gloves, boosting FY20 to Bt4.2b, +562%, Tabloid.

Comment: Now the q mark is …. yes a good year. And then what about the next 2 years? 1 slow growth q and you’ll see the share price collapse.

ZEN sees positive SSSG post lockdown, online sales +20% yoy, aims to expand via franchise and delivery services to balance revenue mix, seeks M&A to expand QSR portfolio.

Comment: Rumours have it that Khiang is up for sale. And so, is their business really doing well?