LH reported acquisitions of the SpringHill Suites by Marriott in Anaheim CA, US, a 120 rooms on 2.07 acres land from DKN Hotels for US$ 31m (Bt 1.056b), the property is just 2 blocks away from Disney Land.

Comment: On price/key basis that’s ridiculously good.

MC seeks to expand MC outlet in PTT retail stations to 70 branches by eo-FY22, sees positive traffic from domestic travel, mitigate risk from lockdown, better penetration to community.

Comment: Perfect for MC, PTT upcountry is/has been MC’s target customer group, they can’t break into the bkk market.

MEGA in talk partner to establish online pharmacy platform, target cod 3Q22.

Comment: A more serious player than OTO/IP below.

MILL sees demand for steel to continue into next year, boosted by auto industry, sets 100% sales growth target, while selling to remain high on lower supply from China, mulls bid for 9MW waste PP.

OTO’s subsidiary Inno Hub, forms venture with IP to invest in online distribution & sales of healthcare & supplements and telepharmacy.

Comment: Well they do have the call centers….this is one why of utilising their “assets” on hand.

SCC sets Bt10b p.a for next 7 years to expand renewable and waste power plants on plans to quit coal, aims to reduce coal-fired pp for cement plants by 50% within FY30, net zero by FY50, expand green polymer, CPAC green building material, SCG solar roof solutions

SENA reaffirms 4Q turnaround from sales of 9 new launch projects, Bt3.496b out of Bt8.019b outstanding backlog schedule to transfer in December.

SKE inked a 4 year contract with SCC to supply RDF fuels for waste power plants total 135k tons, plus option to renew a 2 year contract, expects to get 2-3 clients on board 1H22.

SIMAT sees solid 4Q on seasonal, boosting full year to be on par with last year, mulls spinning off HST to list on MAI next year.

WHA’s 4Q is expected to be the best quarterly profit this year, thanks to Bt2,000m from asset divestment to WHART, boosting full year to >Bt10b, Tabloid.

Comment: So nothing from it’s core business, just profits via financialisation of its assets.