AOT expects 92 flights on reopening May 1, psx remains low at 3-4kpd, no plans to cut airport tax.

LPN: SSO cut holding by 0.2383% to 4.9791% of total outstanding last Fri (Apr 24), SEC filing.

MAKRO upbeats 2Q earnings following debut of mobile app to boost online sales, expects e-commerce continue to grow amid travel restrictions.

Comment: They made a decent chunk from all the hoarding that took place, and the question is what happens when things reopen but the economy is operating at 70-80% of previous levels? Will we see their figures taper off? I wonder how much business is related to tourism. MAKRO’s customers include the F&Bs and hotels.

SMPC maintains 6.5m FY20 cooking gas containers sales volume target +30% yoy as order grow, lower raw material costs & tailwind from weak THB boost earnings.

THAI will get a Finance Ministry guaranteed B50b bailout loan as part of rehabilitation.

Comment: This is …. just …. stupidity personified if true? Where’s the equity recap? They’ll just be throwing on more debt to this bankrupted company.

THRE: Fitch ratings has reaffirmed company rating at A-; outlook stable.
TNP anticipates grocery sales remain strong in 2Q as reposed lockdown and curfew boost restocking demand.