ALLA expects strong machineries sales 2Q from small & SME segment aft appointed by YALE to be sole distributor of crane & hoist in TH, automated warehouse projects for CPALL to deliver in 2Q, chem complex projects bidding result out 3Q.

BCP mulls listing of OKEA in Norwegian Exchange in 2Q, raising funds for exploration projects.

FSMART’s seeking the BOT’s approval for a consumer lending license to diversify its biz, hoping to start offering personal loans and nano-finance in 3Q19.

Comment: They have do quite the consumer database on their hands. Then again so do several players in Thailand, means nothing today.

HUMAN upbeats 2Q earnings from newly launched resources mgt prods, teams up M-Pay to roll out consumer credit mobile app to capitalize clients base on hand, target 20% revenue growth this year.

Comment: Plus the recent JV with JMART should be interesting.

JWD to start book revenue from 23.66% holding in VN logistic co., Transimex, from 2Q, new cold storage on track to debut in June, eyes 15-2-% revenue growth target.

Comment: Watch what they are doing regionally.

GPSC will bk full quarter contribution from GLOW 2Q onward, additional 400mw to cod in 2H, reassure rec high profit this year.

MTC sees stronger 2Q on rising loan demand, mulls Bt4-6b bond in 3Q.

Comment: The fact remains that there is a still a huge loan shark market in Thailand which MTC is eating into

RATCH’s received greenlight from Energy Policy and Planning Office to build 2 western IPP with 1,400MW capacity.

SCC pays Bt21,150m for 55% stake in Fajar, a packaging firm in Indonesia.

SGP to invest LPG depot in Indonesia & Bangladesh to expand new market, target full year sales vol +10% yoy above 3.8m tons.

TCAP group agrees to pay Bt2.3-Bt2.6/share for TMB new shares, while Fin Min, ING Group and retails will get 20% discount in a Bt100b capital increase around Sept 19, Tabloid.

Comment: Hmmmm

TOP sees higher GRM in 2Q from tight supply on maintenance shutdown abroad and demand for gasoline on driving season, target full year avg oil px at US$ 65/bbl.

TSE sees big jump 2Q from full quarter recognition of 3 solar farms ~20.5mw and contribution from 22.2mw biomass pp subsidiary (BSW), expects to wrap up M&A 50mw VN solar in Jun, 20mw Taiwan solar on 3Q, reaffirms revenue high profit this year.

Comment: Straightforward company, but similar to TPCH no one is looking at this sector.

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