AH sells shares of JV company in Vietnam, AVAP, to Vinfast trading for Bt377m, will book gains in 3Q.

Comment: From talks with folks in Vietnam, this is because Vinfast is slow with the roll out and difficult with negotiations.  Most likely a prudent move made by AH.

DEMCO sees strong 2H upon realizing Bt1.13b backlog, on track to expand into CLMV

Comment: And boom! The shit is gone, they’ll have one last rubbish quarter in 3Q and then business has returned to normal.

EPCO will book Bt500m extra gains from 99.216mw powerplants sold to BGC

FPT to sell Bt600m worth of assets to FTREIT in 4Q, pending board approval in September, to go ahead with Bt14b data center projects.

GUNKUL to wrap up 240MW solar and wind farms in Vietnam by end of year, while seeking partner for 320MW investment in Taiwan.

JAS may book Bt7-8.5b gain in 4Q19 after IFA advises JAS to sell additional assets to JASIF, broker expects Bt1.72 extra dividend.

MINT downsizes QSR branches, expand delivery services and ready meal products to convenience stores, to buy more hotels in EU to diversify port and capitalize on strong THB.

Comment: There we go, the fast food business has peaked in Bangkok/Thailand. 

SCB reports 8M19 new SME loans +19% yoy, target full year topped 20%.

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