AQUA files criminal case against Thanhoon Tabloid for distorting facts in its reporting in TPL, causing damages to >5,000 shareholders who own >140m shr.

Comment: So they didn’t pay Thanhoon the usual 20-40k baht for the news articles? And what business AQUA actually do? Shine Bunnag was a well known stock punter (read: manipulator) back in the day.

GENCO announced buyback up to 112.22m shares or (10% of paid-up) under Bt8m budget from July 12 to Jan 11, 23.

JKN launches MU beverage to capitalize on Miss Universe franchise, debuts beauty drinks & alkaline mineral water to boost sales.

Comment: Flop in the making, or they could be really good at channel stuffing.

KTB: Cabinet gave greenlight to new lottery format, which ppl bet may be on sale on KTB’s Pao Tang App, pushing KTB share price up 3.05% yesterday.

Comment: Been telling you, it’s the key value driver for the bank, nothing can beat the pao tang app for distribution in Thailand.

LH holds off Bt 6.5b The Key Srinakarin condo project, but will launch riverside condo project under The Room brand instead, sees upmarket more favorable.

NUSA: SET’s urging investors to carefully study and monitor NUSA info since the additional investment in Wind Energy Holding Co (WEH) is considered a backdoor listing that must be pursued in accordance with related regulations.

Comment: Thaicapitalist.com has been urging investors to stay away from this POS since forever.

ORI & SJWD venture co, Alpha Industrial Solutions, won contract to build 30k sq.m build-to-suit w/h on Bangna km 19 for Denmark logistic & supply chain solutions, DSV.

PF mulls 6 new housing pjs near Int’l schools.

STARK’s asking for a further delay in submitting its extended-scope special audit report, saying asset seizures by concerned agencies had disrupted the biz and its filing to the Bankruptcy Court for capital and debt restructuring.

Comment: It’s going bankrupt, done.

SVI expand Cambodia plant to 35k sq.m from 10k to fill demand for electronics manufacturing services (EMS) & OEM orders as clients relocate out of China, US$700m backlog to realize over next 12 months, mulls launching EV charger under own brand to enhance value, firms on Bt30b full year rev t/g.

Comment: I would never bet against K. Poe. The man is still on a mission.

TASCO sees meaningful turnaround from wider asphalt sales margin from lower feedstock cost, higher sales volume from demand for roadwork project and runway.

Comment: Just waiting to see oil prices crash one day then this is a straight forward buy purely on margin improvement alone.

TSTH: 1Q23 net profit (end of June) @ Bt49.25m, -91% yoy, steel sales vol came soft at 266k tons -15% qoq & 14% yoy, weak selling price hinder margin.