AAV resume domestic flights today

Comment: Reopening trade done for this name. There should be talks of recap coming again before the end of the year.

BAM maintained Bt17b FY21 revenue target, eyes Bt4.2b cash collection in 3Q & Bt6b in 4Q post reopened, launch installment campaign & digital marketing to boost sales, sets Bt10b budgets to add NPL before end of year.

Comment: It’s the stupid BOT policies => Banks reducing NPL sales => less NPLs for sale. There should be some THB 1 trn in defaulted loans out there, alas these are being hidden in plain sight.

IMH sees record 3-4Q on one-stop covid services, eyes 1-2 M&A deals.

Comment: Given that shareholders here are friendly with the government would you bet against their earnings?

KTC mulls tapping in digital loans to expand revenue channel & costs saving, maintained Bt29.4b full year personal loan target.

SAWAD received 3m list of customers from Government Saving Bank, a win-win for both parties, confident of reaching 20% loan port growth and double digit growth in profit.

STARK reports Bt2.241b CD sold out, will use proceed to expand high margins power wire & cable production capacity to accommodate infra expansion, target 15-20% CAGR over next 2 years.

Comment: GULF part 2

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