AOT’s board gave nod to open bid for duty-free pick up counters at Suvarnabhumi and Don Mueang this December.

CBG upbeats 2H earnings from new launch Carabao Green Apple energy drink sales, wider margins from in-house canning unit, improved bargaining power, and narrower loss from UK operation, firms on Bt2.3b FY19 revenue target.

Comment: So its a margin game and less losses in the UK…and this somehow makes CBG trade at its current valuation???

CP-led consortium, which comprises BEM, China Railway Construction Corporate, CK, ITD, winner of the bid to build the Bt224b high-speed railway linking 3 airports, was told to sign the contract on October 15 or face a fine, before next alternate, comprises of STEC, BTS, RATCH, be called up for talk.

Comment: It’s amusing that it is Anutin telling CP to sign or walk away

EA sees strong 3Q result on contribution from 260MW Hanuman PP, reaffirms Bt15b revenue target this year

LH to lease Grand Center Point hotel Sukhumvit 55 to LHHOTEL, SEC filing.

MINT’s COO, Emmanuel Rajakarier, bought 500k shares @ Bt35.88 average on Friday (Sept 20), SEC filing

Comment: A lot of people are commenting that 3Q19 #’s will look good

ROBINS launches 40th anniversary campaign during September 23-Nov 10, targeting 20% rise in traffic.

TMB is expected to set exercise price of TSR today, market expecting Bt1.50-1.56 range.

VIBHA in talk to sell hospital in Samutrsakon province & Princeton Park Sweet hotel for Bt1b, aims to wrap up within 4Q, will use proceed to raise holding in 2 hospitals (TNH & SKR) to boost revenue from social security clients.

Comment: A lot of strange corporate decisions being made here…

ZEN anticipates big jump 4Q after registered entire restaurant chains under umbrella, benefiting from Bt1,000 government cash giveaway & 15% cash rebate scheme.

Comment: If restaurants have to depend upon this government handout for a recovery..what does it say about real demand?

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