AMATAV sets 125 rai land sale t/g this yr, mulls expanding landbank by 125% with Bt3b capex.

AOT’s urged to split duty-free concessions, amid allegation of unfair treatment. A group of Thai retailers has threatened to team up with leading foreign duty-free shop operators to protest against the ToR.

Comment: Well let’s see how this all plays out, I naturally have my doubts on it being done properly

BGRIM sees Bt45b rev this yr, on 40% rise in capacity to 2,896 MW frm 2,076 MW, in talk to invest in 800 MW oversea.

Comment: Boom! Just watch what they’re going to do in Vietnam and Korea

CRANE sees 1Q turnard frm rcvry dmd for heavy machineries following disruption frm long holiday 4Q18, Bt900m bcklog to realize this yr, firms on Bt1.4b rev t/g.

EPG to deliver 10k units of fiberglass chassis to JPN EV, FOMM, 1st 1k units trnsfr in 2H, eyes Bt10b rev t/g.

Comment: However their numbers haven’t been good..

JCK board approves 214m PP sales, expts to rcvd Bt 328.5m, will use proceed to refin & expnd TFD industrial estates in EEC.

SENA’s firm on Bt8.277b rev, on Bt10.21b backlog, of which Bt4.617b expted to be realized this yr, plans 22 pjs worth Bt24b.

Comment: Despite the owner’s supposed negative outlook on the real estate industry they keep expanding the # of projects…

SPVI sees solid 1Q frm robust sales of Apple watch and iPad, will add 3 U store outlets in university this yr frm crrnt 8 branches in 7 uni, expts to win more ntwrk pj for schools in 2&3Q during summer break.

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