AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year.

Comment: Seeing is believing. That EEC story seems to have disappeared.

AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this year.

Comment: How on earth has AMATAV not captured the FDI in VN is mind boggling. The locals, Singaporeans, Korean’s and Japanese IE’s are doing v well there. 

BGRIM seeks to expand solar rooftop, energy storage and smart grid to serve industrial clients, new capacity from current 26mw PPA (cod-ed 8mw) pending to realize, upbeat outlook from collaboration with Amata and Kepco, may tap in Amata Vietnam if authority allows to jump power to sell via main grid.

CRC debuts organic & health products store, Healthiful, to serve active healthy conscious shoppers, to capitalize on existing 17.1m members of The One Card loyalty platform, target 21 outlets by end of year.

Pete Bodharamik, JAS’s major shareholder and ex-President, said will not exercise his 900m units remaining holding in JAS-W3 when it expires on July 3, while management sees 100K rise in 3BB subscribers due to demand from WFH, maintaining #1 market share with 38%, will launch 3BB TV by end of 3Q.

Comment: Because he had to pay the massive SEC fine he no longer has cash?

MAKRO debuts upscale grocery market, Fresh @ Makro, target household and restaurant segment to expand coverage from mass to hi-end.

SAWAD’s on target to meet 20-30% loan growth, despite weak 2Q from Covid, no problem in handling Bt1.7-1.8b matured convertible bonds in 3Q.

Comment: And the fact that the BoT allows for them to still recognise interest earnings even if customers do not pay back principal. A funny game.

STA sees strong 2Q on high rubber price and rubber glove sales, keeps 1.3-1.7m tons rubber sheet sales target, while expecting 15-20% growth in rubber glove sales to 28b-29b pieces.

TRC wins piping & storage tanks projects from TOP worth Bt720m.

TRUBB board approved in principle to list its unit, World Flex, on SET or MAI, finalized plan within 3Q.

Comment: With the recovery in retail investors will we see IPOs perform as they used to?