BBL (2.23%), STEC (1.88%) and ROJNA (0.91%) may record as much as Bt5.4b, Bt4.54b and Bt2.2b accounting gains from their stakes in GULF which jumped 94% YTD

Comment: If someone can defend the valuation of GULF please do so.

ITD gets 2 construction contracts worth Bt3.8b including Terminal 21 Rama 3 and Toll way pj from Dept of Highway.

LPN turns 2 pj, Lumpini Park Phaholyothin 32 & Lumpini Place Rama3 Riverine condo for rent, aims to mgt excess inventories, expects to sell pre-owned with tenant once demand recover

Comment: Evidence of the low-mid income group in Thailand suffering

RATCH may take Bt2b – Bt6.5b or Bt1.50 – 4.5 per shr hit if it loses the case filed by Thai-Lao Lignite, a broker.

S cuts FY19 rev t/g to Bt15b from Bt20b from weak condos transfer hurts by LTV measure and soft hotel operation on strong THB, will list SHR on SET before eoy.

Comment: They came last to the game and are now going to be hurt.

TASCO upbeats 2H earnings from wider margins on lower oil px, expects asphalt sales vol pick up in 4Q from roadwork pj post flooding.