AMANAH reaffirms big jump 4Q from strong demand for credit on holiday season, larger coverage from branches expansion and lower LLP after shift strategy to seize vehicle instead of settle with debtors on hire-purchase default

AMATA signs JV Spore partner, Surbana Jurong Infrastruture, to provide consultancy service for entire projects under Amata Group.

Comment: I don’t see this adding anything to AMATA….

BBL’s entered into a conditional share purchase agreement (SPA) to buy a 89.12% stake in Indonesia’s PT Bank Permata worth US$2.7b (Bt81.3b), firms on financial strength and liquidity, no impact on LLR, to keep dividend at current level.

Comment: The return of the Asian Godfathers

GPSC to install 1st energy storage system in PTT gas station and Café Amazon, to synergize by expanding solar-rooftop, targets 2 sites by 1Q20.

MINT to open first Irish property, Anantara Dublin, with the rebranding of 187 rooms, The Marker hotel, 1H20 makes it the 3rd European property after Anatara Vilamoura Algarve Resort in Portugal and Anantara Villa Padierna Palace in Marbella, Spain.

Comment: And just watch them continuing to perform, question mark on the F&B business

NNCL to sign 46 acres IE land sales contract in December, expects recovery margins 4Q from absence of maintenance shutdown water treatment unit, seeks to expand warehouse business to boost recurring income.

SAWAD sets 20% 2020 revenue growth target from loan port expansion and 200-300 new branches from current 3,600.

TFG target 15% revenue growth next year driven by larger export vol of raw chicken meat to China and broiler to JPN, sets Bt2.5b budget to expand feedmill, food processing unit, farm expansion, expects to save Bt100m energy costs p.a. after cod 13.78mw solar floating in May20.

TQM adds ChatBot on LINE application, allows customers to buy insurance prod and filing claims via app, upgrade insurance price comparison service on website.

Comment: Welcome to the 21st century TQM….