AWC will be added to SET50 and SET100 from October 16, replacing KKP and BEAUTY respectively, in-line with expectation.

Comment: That’s just amazing that a company can come in and kick out 2 names before the usual semi-annual review…

Deputy Transport Min Thaworn has ordered loss-ridden THAI to overhaul its financial rehab plan and draw up a new business plan within 30 days.

Comment: Yawn…

IRPC’s unit, I-Polymer, in JV with PLASKET.COM, a plastic e-commerce platform, targeting Bt4b sales in 2020.

LPN sees strong 4Q on Bt8.5b backlog, of which Bt4b to book this year, plans 10 new pjs in 4Q worth Bt15b.

Comment: They’ve been exposed to the over leveraged weak income growing low-mid earnings of Bangkok.

CPW: Copperwired, IT retailer and Apple distributor under iStudio and Dotlife brands, to debut IPO 160m shares at Bt2.38 apiece on Oct 18.

Comment: And they are hoping that the 4Q #’s are going to be decent from the new iPhone sales

KKP sees no material impact from deletion from SET50 to SET100, fundamental remained unchanged, will book fees from underwriting AWC and TMB-TBANK M&A deal in 4Q.

III anticipates 4Q turnaround from surged demand for logistic services on holiday season, expects strong traffic from e-commerce ahead of new year, firms on 20% full year revenue growth target.

ROJNA to expand solar rooftop business to boost value added from existing industrial estate projects and gen higher recurring income.

TACC in talk foreign partner to expand distribution network abroad, will wrap up 1 M&A before end of year to expand F&B portfolio, expects strong 4Q rev at All Café from surging non-coffee items driven by new menus and positive SSSG on seasonal.

TRT wins contract to supply power transformers for Provincial Electricity Authority (PEA) worth Bt448m.

ZEN sets 1,300 outlets target by 2023, with Bt10b sales, firms on 10% revenue growth target this year.

Comment: This shall be mainly driven by the Khiang expansion at the PTT stations, watch it.