AAV resumes domestic flights from Friday (September 3), 11 routes depart from DMK airport for initial phase.

Comment: No surprises, only question is how draconian the local authorities at each province are going to be in regards to requirements for entering. I.e. quarantines, vaxxxxxxxxx passports etc etc. If they are overly strict, you’re not going to see a strong initial bump in demand like last year.

BA resume 5 domestic routes from SIA airport from September 1, 3 routes under Samui Plus & Phuket Sandbox scheme remained open.

Comment: See AAV

KCE used to have a production facility in Bangpoo IE, but has already suspended its operation there. As of now, KCE has production in two locations namely Ladkrabang and Ayudhya. So no impact from the flood at Bangpoo IE.

Comment: But DELTA does and they’ve shut it down – most likely will take 4-6 weeks to be up and running at 100% again.

M: 100% of staffs recovered 1st jab, target fully vaccinated by end of September, adds take-away items & beverage products to diversify portfolio, net cash position can buffer prolong Covid.

Comment: As per the draconian requirements by the CCSA, they can’t open, thus its a wait and see for what each province governor announces. It is interesting that the Royal Gazette didn’t state that 2 shots+vaxxx passports were required.

TNP targets full year SSSG >20% vs 9-10% in FY20, sales growth >15%, expects value/transaction jump in 2H on recovery consumptions, welfare cards & shopping stimulus, lifts FY21 grocery stores opening target to 6 from 5.

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