ARROW anticipates FY19 turnaround driven by recognition of Bt1b backlog from electrical conduit orders for infra and bldg. pj and lower SG&A, sees additional pj coming in the pipeline 2H.

CHAYO in talk 4-5 financial institution to buy NPLs, t/g additional Bt2b loans in 2H from current Bt41b total loanbook, firms on 25% rev growth t/g.

Comment: Institutions are going to have a lot of bad debt to sell next year.

GFPT sees +ve earnings momentum 3Q supported by seasonal poultry exports, lower feedmill costs, contribution from associates, seeks to expand middle east mkt to boost sales.

Comment: For now it appears that the voliatility in the chicken industry has “smoothened” out

GPSC begins construction of 1st community waste pp pj 9.8mw in Rayong province, mulls to expand nationwide.

GULF reports cod 128.2mw gas-fired pp (SPP-GNRV2) lifts total to 1,563.4mw.

Comment: We keep shaking our heads at the valuation this name demands…

J, JVC, Jaymart Mobile, t/g 50% rev growth this yr.JMART upbeats 2H earnings driven by strong contribution from group rev, SINGER, JMT,

Comment: It appears to be a turnaround for the group as whole. 

WORK buys e-payment gateway, GB Prime Pay, aims to capitalize from home shopping and e-commerce biz.

Comment: Should they capitalise on this well, then the sky’s the limit