Ailing EA, which has been under investigation over alleged fraud involving former executives, has rescheduled payment of 2 of its tranches of short-term B/E due to tight liquidity, forcing to sell Thai Smile Bus (TSB) to raise liquidity.

Comment: La la la la, it’s a POS, it’s going under, who’s going to save it?

BJC cuts FY24 sale growth target to <5% from 5% earlier, on weak 2Q from sluggish econ, sees recovery in 2H, mulls joining digital wallet scheme with all of its 1,500 branches of mini-BigC and 7K-8K DonJai shops. Refiling for listing in 1H25.

Comment: Or that they just up against 2 retail juggernauts in CP & Central Group

SCGP sets Bt15b capex for M&A and M&P for business with growth potential, eyes one healthcare business by end of year, keeps 15% revenue growth target this year to Bt150b, driven by demand for packaging products in Vietnam.

AWC, GPSC and EA are at higher risk of being removed from MSCI, IVL at medium risk and KTC at lower risk, Krungsri Securities.

Comment: EA at the highest…IVL…wow…this dump in the share price…wow.