Chief of ADVANC’s pushing the NBTC to decide whether to approve or decline the TRUE-DTAC mega merger, noting that the agency has the legal authority to do so.

Comment: The NBTC is having a field day collecting payments from all the groups.

AQUA in collab with THR, a unit of THG, opens the Hills Rehab Chiangmai by Thonburi Rehab Center in Chinagmai on Aug 9.

Comment: I presume that THG is providing the services (great for THG) and AQUA has to invest in the hard assets.

BA’s expected to sell IPO of airport REIT (BAREIT) by eo-Aug, fund will be used to invest in 3 airports in Samui, Sukhothai and Trat provinces.

Comment: BA vs AOT vs BTS

CIVIL eyes Bt17b projects bidding in 2H, boosting backlog to Bt15b and 20-30% revenue growth to Bt6-6.5b, while Saraburi quarry mine is fully operational.

KEX teams up with retail partners including CRC, BJC & The Mall Group to add additional 500 kiosk by end of year, aims to expand coverage & market share on last-mile delivery, fill demand for e-commerce.

Comment: Flash who? They’re gone, can’t raise $, KEX is going to kill them and take the market.

MAJOR reported Bt130m tix sales of Love Destiny 2 on the first 4 days of debut, Avatar 2 & Strange World from Disney to boost 2H earnings.

Comment: Can’t beat the experience of going to the movies

PRAPAT reaffirms solid 2H supported by recovery demand for detergent, swimming pool chemicals, sanitizing products on reopening of hotels, resorts and restaurants, hike products price to maintaining margin, eyes 15-20% revenue growth target.

PTTEP’s found a leak at gas pipeline in Myanmar, takes 2-weeks to fix, while discovered large reserve at its Abudabi Offshore 2.

Comment: A pimple on the a$$ of total volume

FPT reported cyber incident involving leakage of customers & employees data, mitigation measures has been taken, positive cyber security: SECURE, SAMART, LOXLEY, MFEC.

Comment: SECURE should be the play, the others haven’t performed under this administration.

SPALI said 1H22 presales rose 40% yoy to Bt18.2b, account for 65% of its full year target of Bt28b, plans 21 pjs in 2H worth Bt19.29b

Comment: What have I kept saying? Despite the weak econ, market share to the big boys, and the couple has been buying back shares non-stop, these figures should not be a surprise.

TNP expects positive SSSG momentum carry thru 2H from fresh round of shopping subsidies stimulus, will add 6 super markets in 2H, lifts total to 44 by end of year.

WICE sees ATH revenue this year >Bt9b, +20% yoy driven by higher freight forwarding traffic on easing curbs, improved cross border services, expects to submit IPO filing of subsidiary, Euroasia Total Logistic (ETL) by eo-3Q, mull listing by end of year.

Comment: They just keep knocking it out of the park.

YONG: ready-made concrete products producer, Yong Concrete, debuts 180m shares at Bt2.5 apiece, AWS leads.

Comment: surprised that it wasn’t a bigger first day bump

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