AAV: will resume 2 daily flights from SIA to KL from June 20.

Comment: A large segment of the population still doesn’t realise how quick traveling is going to come back, but, only for certain segments. And AAV is going to easily pass the higher fuel costs for the first 6 months. Next year it’ll be a question mark.

ABM sees 40% revenue growth this year to Bt2.7b, reaching Bt5b in 5 years, on higher demand for palm shells, wood chips and pellets, which account for 98% of revenue, supported by high coal price in 2Q, to realize Bt500m revenue from export to China, secures 30K tons of Acacia Species from Forest Department this year.

CIVIL firms on Bt6b revenue target this year, +20% yoy, supported by stronger than expected 1Q and Bt14b backlog.

EA expects big jump 2H from delivery of 1.5k EV buses and EV trucks, mulls expanding battery plant to 4GWh p.a. from current 2GWh to accommodate 8k vehicles production p.a.

Comment: Crony capitalism, shareholder funnymentals across the 3 co’s

ONEE in talk overseas studio partners to jointly producer & sell online contents abroad, aims to balance revenue mixed from TV & artists management.

SABUY acquires 25% stake in café & restaurant mgt solutions, EasyRes, sees synergy from self ordering KIOSK, e-menu, management software digital display and payment solution to vending & billing business.

Comment: Their auditors must be scratching their heads every quarter on how to reconcile these figures.

TQM will wrap up 1 M&A in 3Q, aims to diversify earnings from insurance brokerage business, capitalizes on existing clients on hand.

TU revised up FY22 revenue growth target to 7-8% from 4-5% prior, supported by strong demand for foods, allots Bt6b capex to revamp plants, mulls listing pet care unit, I-Tail Corp (ITC), on the exchange by end of year.

Comment: Purely from 1Q22 #’s, the rest of the 9 months they don’t except the same growth.

UPA said bitcoin mining remained profitable, to start 2nd phase with 2,000 machines in Laos with Bt500m capex.

Comment: It’s all based upon the electricity cost, cheap energy = profitability

VPO reaffirms solid 2Q from higher CPO selling price, improved demand for cooking oil on jump start F&B and hospitality business.

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