BTG’s subsidiary, Betagro Food, acquires HK listed Eggriculture to gain exposure on fresh egg & egg products distribution in Spore.

CIVIL signed construction contract for Huai Chalom reservoir project valued at Bt711.7m.

COM7 changed the period for ending share repurchase program from original date of Jul 1 to Dec 31, revised to Jul 1 to Aug 19, 2024.

Comment: Historically this would be positive for the share price, but times have changed. Nevertheless, sell-side thinks the #s were better than expected.

ITD to sign Bt18.6b contract with express way authority (EXAT) for Jatuchoti-Lamlukka on Aug 22.

Comment: Kill a panther, get a 1/2 bn USD contract.

KCE cuts FY rev growth t/g to 1-3% from 4-6% previous due to technical issue on capacity expansion of High Density Interconnect (HDI) PCB and margin pressure from rebound copper price, focus on costs control & reduce defect rate to improve profitability.

Comment: I thought that there was an EV, datacenter xyz storyline for KCE and friends?

NETBAY: local VI, Sompong Chonecadeedumrongkul, raised holding by 0.04864% to 4.8312% on August 14.Z

RJH: FIL ltd cuts holding by 0.0139% to 4.999% on Aug 13

SAK keeps focus on assets quality, expects agriculture loans decelerate in 3Q & 4Q due to harvest season, mulls expand secure loans to balance out portfolio.