CRC’s grocery unit, Central Food Retail, signs up for shopping e-voucher rebate stimulus.

Comment: The capital will flow to the big boys.

HTECH upbeats outlook from strong HDD exports volume thanks to demand from cloud service, IoT, Data Center, mulls tapping into EV to utilize expertise in cutting tools for high-precision parts.

Comment: It’s a CHIA play apparently.

ILINK reaffirms big jump 2Q from strong equipment sales, sees healthy demand for data center products, solar panel connector & cable as well as network products.

MAJOR could book as much as Bt4.4b gain if it agrees to sell its stake in SF to CPN, as per market chatters.

Comment: Should they want to sell. At the end of the day it’ll come down to the price, K. Vicha isn’t a fool.

PSL expects dry bulk freight rate remained high in 2H supported by positive traffic momentum on harvest season and disruption from lockdowns in some port cities in China.

Comment: It’s all China driven on the demand side, I’ve focused a lot on the supply side for this industry, existing ships have issues due to IMO2020, new environmental regulations are still to be announced, and shipyards are apparently packed for the next 2-3 for the container ships, demand just needs to remain stable and its a fantastic multi-year high cycle for drybulkers.

SMPC anticipates solid 2H recovery cooking gas cylinders sales as demand for home cooking grows on the back of Covid curbs.

Comment: And a weaker THB helps.

STANLY expects wider margins on lamps sales in 2H from several new models change in 2H including Honda City Hatchback & hybrid, new Civic and HR-V.

TMT cuts sale volume growth forecast to 3-5% from 7% earlier, due to covid, but sees revenue growth yoy on higher global steel price, keeps Bt600m 2-year capex.

TQM: Wasatch Advisors raised holding by 0.1075% to 10.0581% of total outstanding on Wednesday (June 23).

Comment: Ka ching