ADVANC’s expected to report today, Bt6.68b 2Q consensus.

ANAN postpones sales of Bt6b bond by a week, as it plans to appeal the verdict of the Central Admin Court, which revoked a notification document to allow the construction or modification of Ashton Asoke.

Comment: Imagine you bought a unit at this project as an investment, and now you can’t sell it due to this new issue.

FTREIT reports 3Q (end of June) at Bt342m, -33% yoy, pays Bt0.169 dpu, XD Aug 16.

HUMAN’s expected to report Bt189m 2Q NP, +9% yoy and 12% qoq on new clients, net profit margin at 22.9%, Tabloid.

Comment: And they don’t have real competition in the market yet. Thailand’s IT industry is one of the few that have yet be oligopolised by domestic players.

NER’s expected to report Bt434m record 2Q NP, +93% yoy, on Aug 9, on higher sales and delivery to Chinese tire producer.

ORI teams up Tokyu Land Asia to establish mixed use projects, One Phayathai, target cod 2H23.

Comment: They are just impressive.

SMD anticipates positive sales momentum carry thru next year from Covid rapid test kit sales and tailwind from AED (Automated External Defibrillator) requirement for high rise building to be used as first aid in the event of cardiac arrest, target 200k units sell within 5 years.

SNNP reaffirms solid 3Q from strong snacks sales on the back of WFH, rolls out promo on seafood snack, jelly, wafer & biscuit to boost sales.

TTB purges NPLs to distress debts mgt subsidiary (PAMCO), focus on secured loans, HP, mortgage & refinance, target full year NPLs within 3.6% from current 2.89%.

Comment: Left pocket right pocket.

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