CHG reaffirms 10% revenue growth target after securing more SSO’s patients.

Comment: The hospitals that aren’t focused on foreign customers are now the safer players. 

DELTA sees higher revenue from abroad after US & EU ease lockdown, maintained 5-10% revenue growth target, tailwind from weak THB boost earnings.

Comment: That is impressive.

INET will branch out from cloud and BB services to e-commerce & online platform to accommodate social distancing practice, mulls to estimate IFF worth Bt3-4b, target to sell before end of year.

Comment: What a poorly run company….could theoretically be worth far more if they had managed their assets better

MBK anticipates 2H turnaround as business under management gradually reopen, golf course, community mall then department store and hotel business.

Comment: It will be a tepid recovery

Fitch’s downgraded MINT’s Bt15b CB from BBB+ to BBB. BBL is the bond guarantor

Comment: A symbolic cut? 

PACE seeks court order for debt rehab

Comment: Shouldn’t they be bankrupt? What assets are left in this firm?

SEAFCO secured 5 new contracts worth Bt210m, boosting backlog to Bt2.7b, all of which will be realized this year, firms on 10% revenue growth target this year.

SINGER reaffirms solid 1H from strong home appliances sales on the back of WFH policy, sees strong demand for air condition from severely hot weather.

Comment: But the kicker for SINGER was supposed to be their entry into the same market as MTC and SAWAD.

TTW sees no impact from covid-19, keeps 2-3% water sales growth target this year.

Comment: Should there be a decline in business activities TTW should be impacted negatively. The areas that they supply water to are both industrial and residential.