AP’s 5M19 presales reaches Bt17.5b, mulls 1 new condo projects in June, sets Bt600m for 3 service innovations including home maintenance and security to improve customer satisfaction.

DIF to buy Bt15.8b new assets from TRUE by August 19, boosting yield to >7% in 2021.

GGC maintain shutdown methyl ester & fatty acid plants from June 12 till month end.

NYT sees improved revenue mix this year after raised holding in general goods cargo terminal (C0) in Laemchabang to 49% from 20%, reduce reliance on revenue from vehicle exports pier, expects boost from rental revenue from additional 120k sq.m. space.
Comment: Their strength is that they do have an effective monopoly on all car exports, and that is now their biggest weakness given the slow down in automotive sales globally

NETBAY upbeat full year earnings from strong demand for e-business and warehouse management solutions supported by growth in e-commerce business, firms on 10% revenue growth target.
Comment: Just the same constant business as always

PORT target 10% full year revenue growth above Bt1.7b driven by strong logistic revenue from consumer goods traffic at cargo terminal, will start develop 3rd pier under JV with Maersk subsidiary, APM terminal and Mitrphol sugar, expects additional capacity by 200k containers pa from current 740k, target cod 1H21.

TSE mulls to invest in 15-30mw Taiwan solar and 150mw in Vietnam, will finalize plans in 3Q, expects to sell JPN solar projects into JPN infra fund before year end, firms on Bt2b revenue target.

ZEN to add QSR franchise, Kiang, in PTT retail stations, target 40 outlets by end of year, will add 92 restaurants to expand coverage, eyes 15-20% revenue growth target.

Comment: Personally I do like see more and more thai food restaurant chains doing well throughout the country, any one else fed up of seeing Italian, Fast Food and Japanese chains everywhere?

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