AMATA reports 40 acres IE land sold for Jan-Feb, expects big jumps from +30% repricing and tailwind from utility biz.

Comment: Seeing is believe, 40 acres is…nothing, and far below what they’ve been saying they would achieve for the past few years

ASIAN upbeats FY19 earnings from healthy demand for pet food, in talk partners to extend product line in China to expand sales, firm on Bt10b rev t/g.

ILINK excepts to win Bt4b submarine cable pj in 3Q, in talk partner to appoint telcos hardware distributor in C’dia, finalize deal 2H, t/g 10% rev growth this yr.

Comment: This submarine cable project has been on and off for the past few years.

MINT will double the number of its restaurants in Thailand and overseas to >4,400 over next 5 yrs, will roll out mobile app, 1112 Delivery, allowing customers to order foods from 7 brands under mgt in 1 go including Pizza co, Burger King, Sizzler, Coffee Club, Thai Xpress , Swensens and Dairy Queen.

Comment: Once they can have absorbed the debt from the NH purchase then this will be worth a proper look.

ROBINS sets Bt35m for Robinson Summer Campaign, targeting 10% rev growth.

SC t/g 13 new pj worth Bt22.7b, sets Bt7b to add landbank, Bt9.95b backlog to realize over next 3 yrs, eyes 22% rev growth t/g > Bt19b.

TMB expects digital banking a/c via ME by TMB app surging above 430k a/c, +20% yoy following implementation of E-KYC.

TRT wins contract from authority, EGAT, to supply 6 units of 333.33mva 500kv power transformers worth Bt267.83m.

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