AAV rolls out flight promotion for Chinese travelers starting from CNY 199/trip, BKK (SIA)-Shanghai CNY 299, booking open till Oct 1, travel from Oct 1 to end of March 24, aiming to capitalize on China national day & CNY in February.

Comment: Let’s see if the government let’s enough of them out of the country.

ASIAN anticipates 4Q turnaround as PET food orders pick up aft clients relief from excess inventory jitters, margins of ready-meals and pre-cook items to boost margin, upside from weak THB.

Comment: So, take the bet before 3Q figures are out or wait and see?

AWC CODs InterContinental Chiang Mai Mae Ping, Chang Khlan area in the heart of Chiang Mai, plans to develop mixed-use project, Lannatique, for the next phase.

CENTEL secured Bt1b financial assistance from EXIM Bank to expand hotels & resorts in Maldives, Qatar, UAE & JPN.

JKN holds bondholders’ meeting to seek approval for extension of bond maturity date without constituting as default at 2pm.

Comment: All stakeholders are praying that this company will be saved. I think it should go under.

NYT remain upbeat on 2H23F outlook from improved vehicles traffic at roll on roll off pier, thanks to import of BEV. Vehicles exports traffic also recovered on absence of chip shortage. Co. reaffirms big jump in profitability this year

Comment: Still the best play for auto exports.

PTTEP is expected to see least impact from government’s O&G price intervention as biz largely operate overseas, upside from inventory & fx gains, upward revision of oil price assumption, Mitihoon.

Comment: The pressure will be on PTT, PTTEP is unaffected.

YGG keeps 10-15% revenue growth target, supported by Bt71m backlog from 16 pjs, to be realized within 7 months, to launch Hero Inside with animation partner in 4Q.

Comment: Delay after delay after delay and their supposed new games haven’t done anything yet.

  1. regarding JKN: I’d guess that you aren’t a stakeholder :):) but, yes they look like they’re on very shaky ground there.
    regarding YGG: yes, it’s a little bit disappointing, also regarding their JV with MACO there

    • Always doubted the figures of JKN, never quite made sense.

      YGG decision to develop a “metaworld” against facebook..well..that hasn’t quite worked out…and it shows as well how difficult it is to develop and market a successful game

      • peter satrapa-binder

        JKN: yes, it looks like are a very much ‘self-hyped’ company. have a look on their web site. they have a video there which is like ‘we are the best, the most capable and the greatest.’

        YGG: i guess it really takes a lot of resources to create a really good ‘metaverse’ or ‘metaworld’. even facebook was not able not pull it off successfully or has had to recognize that it wouldn’t be commercially viable at this point.

        • JKN – I have zero issue with companies that “sell” well, if the hype train works and is backed up by a good product/service, then I’m all for it. But they didn’t and it’s a shame…

          YGG – silly strategy by management. As if they genuinely stood a chance.

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