Stocks in the news (cpall, jwd) 20.11.20
CPALL delays 7-11 expansion in Cambodia & Laos till Covid situation oversea improves, maintaining 700 outlets domestic opening target this year.
Comment: Apparently the young kids are still boycotting 7-11
JWD mulls bidding for C19 vaccine transport contract from Astra Zeneca after TH chosen to be production hub in SEA, expects to win from secure projects from cold storage facility & expertise in thermal control transport.
Comment: This would be great PR for the firm and will highlight their storage facilities. However at the end of the day, capex/expansion is required for a pop in valuation.