AOT: Civil Aviation Authority (CAAT) to finalize SIA’s flight slots for winter schedule (last Sun of Oct-last Sat of Mar) by end of Aug, expects to fills additional 436 flights/d compare to last year, SAT-1 terminal will be launched in a soft opening in Sept.

Comment: This is the what happens when you shutdown the world and when you restart it are “surprised” by how long it takes to get going again. Regardless, the runway to tourism recover continues.

AP: maintains 2H launch plan 40 residential projects total Bt55.94b, keeps Bt58b full year sales target after logged Bt39.5b in 1H.

BTSGIF: anticipates meaningful turnaround from positive momentum on skytrain riderships thanks to feeder from newly cod-ed Yellow & Pink line, tailwind from fare hike.

Comment: Hello Captain Obvious.

CPN: sees 2Q overall traffic thru malls reached 92% of pre-Covid level, avg rent discount back to pre-Covid at 4%, hotel OCC steady at 65%, 93k sq.m. Central Westville on track to cod Nov 29.

Comment: The kingpins continue.

ERW: mulls revise up full year revenue growth target from current projection at 45% aft OCC stays above 80%, potential upside on high season in 4Q.

Comment: Rumours have it that the spinoff of HopInn is coming.