ACG moves from MAI to SET under auto sector, effective from July 1 onwards.

BDMS has entered into an agreement with China-based Ping An Health Insurance to tap the lucrative Chinese medical tourist market, target Bt1-2b p.a. in revenue.

BWG board approved listing of renewable pp subsidiary, Earth Tech Environment, on MAI, expects 2H turnaround from full quarter recognition from 16mw power.

Comment: Well no, the shareholders already approved it and the SEC has recently approved this, not the board…that step was done at the end of last year.

DTC reports 3 wholly owned hotels in Hua-Hin, Pattaya and Ratchadamri (Bkk) reopened since June, 4 franchise hotels in Khaoyai, Krabi and Bkk to open in July, 4 hotels in Chiang Mai, Phuket and Srinakarin (Bkk) waiting for clarity for international travel restriction.

Comment: The question is, at what occupancy and room rate do their hotels cover costs.

GRAMMY teams up VGI to expand media business, expects synergy from expertise from content provider and on/off-line media solutions.

GULF raised holding in INTUCH by 0.0728% to 5.0718% of total outstanding last TueSday (Jun 23), SEC filing.

Comment: GULF is now a telco! Could it become the defacto utility play?

INSET signed data center turnkey projects for KTB’s subsidiary, Krungthai Computer for Bt317m, lifts backlog to Bt2.252b, expects meaningful turnaround 2H from pent up projects transfer disrupted by lockdown in 1H, see more ICT infra projects to come later this year.

Kasikorn Business-Technology Group (KBTG), a tech firm under KBANK, has launched Eatable, a complete online food ordering platform covering dining in, takeout and delivery.

Comment: SCB and now KBANK are eating into this game to capture the payment market. Or to at the very least, not cede too much market share to Grab.

PRINC paid Bt500m for 1,033 beds Sappasith International hospital in Ubon, boosting total to 11.

Comment: 5 mn baht/bed seems rather fair. Yes I value hospitals like hotels at times.

QH sees no re-payment issue on Bt4b CD maturing November, no plan to sell additional for the time being, firms on Bt9.5b FY20 revenue target.

RBF anticipates strong exports sales 2H driven by demand for flavor and food coating on recovery consumptions, firms on 10-12% FY20 revenue growth target.

Comment: And it keeps running.

SIRI’s Bt3b subordinated bond were fully sold, to use for pjs under new concept “Made for Life Made for Everyone”.

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