ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy.

AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 branches tally total to 644 outlets by eoy.

Comment: Once the fin institutions stop looking at AURA as a retail co and a finco then they’ll be able to leverage their b/s to 4-5x and the gold financing biz will moon.

BEM anticipates MRT ridership accelerates on opening of Central Park mixed-use project from Sept 4, estimate Blue line traffic surge to 470k trips/d, rolls out campaign to promote EMV ticket.

Comment: BEM BEM BEM > BTS BTS BTS – simply b/c they are opening more lines

TACC’s firm on >10% rev growth t/g, exceeding Bt2b, supported by solid growth in 2H from both core and new menu, as well as point of sales expansion.

THAI sees strong 4Q outlook with >80% load factor, driven by both foreign demand and TH tourists opting for Asian countries, with China and JP r/m popular destinations all yr.

Comment: Easiest pump…still has a way to go..no debt on the b/s. Yes yes the market cap = singapore airlines (I know I’ve said it) but they have zero debt…