ASAP expects windfall from domestic tourism stimulus package, will add 2k vehicles to replace outgoing fleets to used car portfolio.

Comment: Sure it will help some, but at the end of the day, international tourists are a significant portion of rentals.

JKN raises capex for new contents to Bt1b from Bt800m, on strong prospects for both domestic and oversea markets, sees solid 2Q on rising demand.

GUNKUL is expecting to sign Bt4.5b underground wiring projects in 3Q.

NWR sees weak 2Q earnings as lockdown delay projects transfer, expects 3Q turnaround from more construction hours and higher transfer QoQ from Bt38.62b backlog on hand, maintained 25% full year revenue growth target.

PF cuts FY20 revenue target to Bt13b from Bt15.4b, trims launch plan from 12 SDH projects total Bt18b to 3 projects (1 launched 1Q20, 2 projects in 3Q), 9 projects to launch, aims to purge Bt11b ready-to-move-in inventories (Bt7b condo, Bt4b SDH) this year.

Comment: They are all finally lowering their pre-sales targets, except SIRI….

TRITN raised holding in GLOCON by 6.8666% to 19.7783% of total outstanding last Thursday (June 11), also added additional 0.2316% to 20.0099% of total outstanding on Friday (June 12), SEC filing.

Comment: I wonder what the game is here. 

WHAUP secures 2,012 kw solar rooftop phase 2 from Aso Horie (TH), lifts total capacity to 597mw.