ASIAN: upbeat 2H earnings from strong pet food sales vol in China following acquisitions of Shangdone Thaiya Meisi Pet foods in 2Q, firms on Bt 10b FY19 revenue target, 10-12% GPM

Comment: If thats the case and this is a sustainable contract then perhaps there is something interesting here.

Telcos regulator, NBTC, terminates 3 government broadband contracts combined Bt 6.3b from State telcos, TOT, aft failed to complete tasks required under TOR, positive TRUE & ILINK.

Comment: If you’ve noticed, all of the IT infra projects are going ahead…I think this will be +ve for all the usual IT players ex MFEC