AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets.

Comment: The impact is minor at best…

COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales boosted by iPhone 15, iPad11, Apple’s wearable items.

Comment: What we learnt (along with everyone else paying attention) is that they had to temporarily shut down several apple stores because apple wanted renovations and these are all reopened now getting ready for the latest overpriced iPhone. Are you isheeps ready to splurge?

HTC revises up FY revenue growth target to 11% from 6-8% prior supported by strong soft drinks sales vol & wider margin from price hike, sees rev upside from government plan to waiver VOA fees to boost arrival.

Comment: Such a great business…

M mulls adding hotpot via Laemcharoen Seafood restaurant line up, aims to expand market share in spicy Mala hotpot market.

Comment: Not quite sure that this is Laemcharoen’s key selling point.

SHR sees solid growth 2H, on seasonal and econ recovery, boosting avg room rate and GPM by 40-50%, while D/E remain low at 0.81X, firms on Bt10b revenue target this year.

Comment: Cheapest “decent” hotel play on the market atm.

SPALI maintain Bt36b FY revenue target, Bt11b out of Bt19.8b backlog to realize in 2H, will launch 10 SDH project total Bt9.65b in 3Q, expects more accommodative policies from new government as PM has vast experiences from property development background.

WHAUP upbeats 2H outlook from improved demand for electricity & water for industrial application, fast growing private PPA solar rooftop, additional 63mw capacity to cod in 2H, lifts total to 717mw by end of year.