AAV: mulls increase proportion of domestic flights to increase market share and capitalize opportunity from domestic tourism stimulus, keeps FY passenger target between 23m-24m travelers, will revise figures after 2Q results.

Comment: Weaker oil prices + domestic stim + bombed out share price = hello!

CKP: anticipates big jump yoy as May flow rate at Xayaburi hydro power plant +39% yoy, solar unit (BKC) joins hand with BEM to develop 3 solar project total 7mw.

GUNKUL: is expected to book Bt700m gains from disposal of 50% stake in 9 solar farms combined 460.8mw to GULF.

Comment: I don’t see the value in this for GULF…or is

Prolong TH-Cambodia border closures could affect CBG as it derives 28% of its revenue from sales in Cambodia, BH & MEGA are also likely to be affected as roughly 6% of their expected revenue this year should come from Cambodia.

Comment: Who cares about Cambodia? I don’t.