ACG upbeats 4Q earnings from strong vehicle sales ahead of year end, 11 more dealerships yoy and contribution from maintenance services, sets Bt200m budget to open 2 branches and expand relating business, target 20% revenue growth next year.

BA to compete with King Power for duty free pick-up counter at Suvarnabhumi and Donmuang, result Jan 27, 2020.

Comment: Hmmmmmmmmmmmmmmmm, just BA rustling some feathers?

BCH sets 10-15% 3-year annual growth target, eyes 3 new hospitals both at home and abroad.

EA to bid for 3,000MW 3rd phase windfarm in Taiwan with partner, mulls 100-200MW hydro projects in Laos, clarity next year.

Comment: Should they win the 3,000 MW project in Taiwan, then its current valuation could be defended. If not I still hold that its worth 1/2.

EPG admits weak 3Q (Dec 2019), but recovery in 4Q (Jan 2020) should boost 5-6% growth for full year, opens 1st S.V. Auto Tyre in Had Yai and Kon Kaen shop to open in Jan 2020.

Comment: Despite us expecting a solid margin improvement…with 50% of the business linked to the automotive industry I doubt we’ll see decent revenue growth.

MM: Greyhound Café expand delivery service via Lineman & Grabfood, adds coffee bar and quick meal, Chicken hound, to boost sales.

NOK to sell 888m new share, 3.5 old : 1 new @ Bt2.5 each, raising Bt2.22b for debt repayment and fleet expansion.

Comment: When’s Thai Airway’s doing their recap?!

SEAFCO gets Bt548.6m foundation work contract for Government complex, Chaeng Wattana.

TACC in talk partner to sell franchise of All Café abroad, seeks to expand beverage sales and capitalize on San-X character exclusive contract via sales abroad.

Comment: Not sure why anyone would want a franchise for this..TACC’s value is that they are in the 7-11’s here.

TU ups stake in Thammachart seafood retail to 65% from 25.1%, to tap in China, Laos and Cambodia markets.

Comment: TU vs M for the seafood restaurant market, game on!

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