ADVANC upbeats 2H earnings from higher BB subscribers & eased px war, will launch budget 5G handset <Bt10k to expand segment coverage, accelerated data package upgrade to 5G.

Comment: Imagine the second order effects from this.

Allianz sees growth from insurance business in Asia post C19 as risk awareness grows.

Comment: The listed play here is AYUD

AS invests Bt37.8m in online gaming co in Vietnam, Cong Ty Tnhh Chau A Mem, will start to realize rev in 2H, seeks more games to boost download.

Comment: Not sure how this helps

GULF denied market chatter that it is planning to take a strategic stake in BWG via upcoming PP. BWG share rose 10% past 2 days.

Comment: BWG should be a better business, but its a $hit corrupt industry and management is average at best.

PSH sees QTD residential sales +100% yoy from recovery demand, target new launches 24 projects for rest of year, aims to boost backlog from current Bt21.9b, firms on Bt32b FY21 revenue target.

SSP targets cod 68mw in 2H, lifts total >200mw by end of year, firms on record high profit this year.

THCOM mulls buying TOR for 4 orbit licenses upcoming Friday (May 21), eyes M&A & JV to add value to satellite services, utilizes Bt6b free cashflows.

Comment: The belief is that with GULF at the helm, THCOM may go to the moon.

TKN cuts revenue target this year to Bt4.1-4.3b from Bt5b earlier projection due to the pandemic, will launch 3 milk tea menus, 4 seaweed snacks in 2H, in talk suppliers to cut raw mat costs to ease pressure on margins on restaurant business, target full year margins within 27-28%.

Comment: Lots of retail rumours about the major shareholder here selling out.

TOP sees wider GRM 2Q yoy from higher econ activities, improved capacity utilization, in talk partner to expand HVA products to maximize olefin value chain.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.