AU sees solid 2Q from positive SSSG and newly added 10 branches in the quarter, will debut franchise network in HK in 2H, expects better earnings from recognition of initial fee, royalty fee and ingredients order from company, eyes 15% revenue growth target.

Comment: They knocked 1Q19 earnings out of the park!

DTAC appears uninterested in purchasing a new 700-MHz licence in exchange for a 5-year extension on payment terms under Section 44, calling the sale “too rushed”.

Comment: Et voila…why should they bother to buy it? NBTC’s moves just do not make sense for the country nor the industry.

JMT sees positive momentum 2Q from larger debt under management, strong operation from debt collection service and recovery insurance business.

Comment: Is it a positive story for the country that a debt collection firm is doing very well?

PRM expects solid 2Q from larger trans capacity from newly add 4 tankers, 2 floating storage unit ( FSO) and strong offshore marine services.

NER upbeats 2Q earnings from rubber forward order next 4 months, expects more order 2H from relocation of production base of manufacturer to TH from China, 4mw powerplants to cod in 2H, target to save costs by Bt60m p.a.

TPIPP reassures big jumps 2Q from full quarter recognition of 150mw (TG8) cod Jan 25 and improved power gen efficiency after change boiler to feed powerplants, expects to win 2 waste powerplants projects combined 40mw on an upcoming announcement in June.

Comment: It’s a large cap given an 8-9% yield.

TKS firms on Bt2.7b full year revenue target driven by turnaround of commercial printing unit (TBSP), profit sharing from 38.51% holding in IT distributor (SYNEX), target 15% revenue growth this year.

Comment: The value is in SYNEX for this holding