AIE sees 2H turnaround from recovery demand for B10 biodiesel on government promotion, eyes 20% revenue growth this year.

BEAUTY, ANAN, PSL, TKN, ERW may be taken off the SET100, with the arrival of AWC, Tabloid.

Comment: Well 5 companies are not going to be removed because of 1 company

CHAYO allots Bt1b budget to buy NPLs from finance institution, expects more write-off from banks before year end, focus on collateral backed loans

Comment: JMT should be getting ready to mint it as well.

NOBLE to launch Bt10b super luxury condo on Wireless Rd. in JV with HK Land, pays Bt5.2 interim, XD on September 25.

Comment: They’ve basically paid out THB 10/share of dividends since the change in shareholders

SAWAD target loan growth 60% yoy, loan book +20-30% yoy, NPLs below 4% by end of year, mulls to expand CLMV market.

TACC reaffirms 15% revenue growth target, mulls 2 new products for Vegetarian Festival in October and launches Brown Sugar milk tea at all Café.

ZEN cuts revenue growth projection to 10% from 15-20% on sagging econ and lower tourists, keeps expansion plan and launch new restaurant brand on December 25.

  1. Charoen is really gonna screw the public with this IPO, how he can justify the 6 baht per share valuation just preys on the ignorance of locals that don’t have a financial clue.

  2. They do own some prime real estate in and around Bangkok and Co, but over leveraged and overvalued from the get go. Will probably have a first day/week pop but can’t see it justifying anywhere near the valuation.

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