AOT: to set up pre-export agricultural products inspection subsidiary to boost income from cargo-handing services, target cod after new cold-storage facility and prod certifying center completed in 6 months.

BAFS: expects earnings bottom out 2Q from Bt 79m charge from one-off employee expense, sees 2H turnaround from recovery jet refueling business and recognition of northern oil pipeline projects total 576km, phase 1 cod-ed in Mar & phase 2 to cod in 4Q.

Comment: This northern oil pipeline project does change the picture for BAFS, but well priced in

COTTO: cut sales growth target to 5% from 10% from weak exports and soft demand for ceramic tiles.

Comment: An SCC co undergoing rehab/reorganisation atm, but still listed. EBITDA numbers look solid, looks like they’re trying to clean things up operationally. 

SAPPE: upbeat 2Q earnings from strong B’lue vitamin drinks sales under JV Danone, will add more products in 2H, sees no impact from sugar tax, firms on 30% revenue growth target.

Comment: I am curious to see how all of these drink companies perform during the recent “peak” season (2Q)

TRUE: debut True Gigatex BB, 1 Gbps fiber pkg for Bt 999/month, target BB subscribers grow no less than 10% from 3.5m subscribers end of-FY18.

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