PPM: reaffirms solid 2Q supported by robust sales of copper tube and air condition insulation as demand for cooling products grow during summer season, tailwind from turnkey solar rooftop subsidiary, Solar PPM, boost earnings.

PTTGC & TOP are expected to recover in 2H from lower interest exp as both buy back & cancellation of a portion of USD debentures due in 2050, Kaohoon.

Comment: And what if the THB get’s stronger over the coming few months/quarters/years from this current point?

SIRI: maintains 2Q launch plan, 11 residential projects total Bt12b, adding more mid-range SDH Bt5-7m to reap benefits from property stimulus, after government approved measures that extend the price range of houses eligible for a cut in transfer fees (from 2% to 1%) & mortgage registration fees (1% to 0.01%) to homes priced up to Bt7m, up from a ceiling of Bt3m prior.

Comment: It isn’t that SIRI is an amazing developer, just go through the # of units being transferred annually, for SDH’s its barely changed in Bangkok for the past decade, like I’ve said many a time, its just a shift in market share. The smaller players are still dead in the water.

SPVI: sees surge traffic at mobile repair shop as demand grows after water war during Songkran holiday, expects demand for handset upgrade jump qoq.

Comment: I mean…if this is the extent that PR firms have to go to try and promote positive news…then the situation must be absolutely awful out there.