AAV to book Bt4.3b gain from selling 10 A320, before leasing back 9 of them.

Comment: A tough industry getting tougher by the day. Although this my put them in a stronger balance sheet position versus their competitors

BDMS board member, Puttipong Prasarttong-Osoth, sold 2m shrs at Bt25.5 avg on Thurs (Jan 9), SEC filing.

Comment: Another family member cashing out

BGRIM to sign 45MW Sirinthorn floating solar pj on Jan 26.

CI will sell 2 pj, Baba Beach Club Hua-Hin and Phuket, combined worth Bt2b into REIT by eoy.

CPN sets Bt200m budget for the Great Chinese New Year 2020 by creating the Great China Bazaar during Jan 10 – Feb 9, targeting 20% rise in traffic.

Comment: So the western new year, then Chinese NY, then Thai NY, then Indian NY 

GULF, in jv with Japanese partner, secures 240MW PP and 36K/tr for One Bangkok for 30 yrs worth Bt3.57b.

SMT sees FY20 turnaround from new fiber optic & IC orders received from JPN and Chinese clients in 4Q19, expects to get additional orders this yr from telcos infra expansion, firms on Bt2.4b rev t/g.

Comment: I’ve been hearing about a turnaround story for SMT for the longest time, I have yet to see it.

VGI expand upstream from out of home & ad space mgt to digital media agency to capitalize from synergy of digital payment service (Rabbit Line Pay) and courier services (Kerry Express), t/g to replace all conventional billboard to D-billboard this yr, eyes 30% rev growth t/g.

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