CENTEL: officially cod-ed of 142 villas resort, Centara Grand Lagoon Maldives.

SEAFCO: anticipates local contractors have the upper hand on government project going forward after China Railway’s 10th put in spotlight following the collapsed of 32-storey State Audit Office, maintain Bt 2b FY revenue target, aims to fill Bt 800m foundation work backlog to Bt 3b by end of year.

Comment: A great point. And SEAFCO has been a consistent performer in the country for all projects with the piling capabilities.

TOA: collabs with real estate partners to offer home inspections, stable pricing repairing supplies to supports earthquake relief from widespread damage.

Comment: If there wasn’t the governance stink post STARK this name would be trending much higher. And of course, the rumour that BBLAM still has a tonne of shares to sell.

TU: revised up buyback program to 445m shares (9.99% of paid-up) from 200m prior, increased budget to Bt 5b from Bt 3b, keeps schedule unchanged from Jan 2 till Jun 30.

Comment: Because no one else wants to buy these shares, it’s hated like a dirty wet dawg. But perhaps one day…at the right price and whenever the management team decides upon a strategy that actually pays dividends to minority shareholders.