BAM to book Bt4b deferred tax asset (DTA) this year, after greenlight from Revenue Department.

Comment: Well then, that’s what people have been waiting to hear

CPALL expects strong positive SSSG carry into 2Q as most of 7-11 branches are stand-alone outlet, not affected from lockdown measures, government cash handout package likely to boost sales, buy back program kick-off tomorrow 180m shares under Bt13b budget from April 1 till September 30.

Comment: The poor trade CPALL, JMT, CHAYO, SAWAD, MTC etc… remain strong (ex BOT measures), but without tourists I don’t see how 7-11’s will look decent.

HUMAN in talk 10 corporate clients to sell HR software package, mulls JV partner to expand employee welfare package, target 20% revenue growth this year.

Comment: More companies outsourcing to save costs? Makes sense

SPCG scraps Bt250m share buy back program, preserve cash to fight crisis

Comment: Well that’s amusing, an SVI tactic?

TASCO sees asphalt sales margins 2Q remained strong as oil rout, seeks more sales from infra projects.

Comment: TASCO and PTG/SUSCO margins are going to be YUGE 

TCAP plans to up TMB stake from 20.12% to 22.9%, pays Bt1.8 dps, XD Apr 13.

Thirteen local asset management will start selling SSF fund tomorrow, targeting equity investment hoping to raise Bt60b in 3 months. 

Comment: This is a factor in the bear market rally, plus several companies i.e. cpall above, are starting share buybacks tomorrow