ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches.
Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis.
BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes.
Comment: I know a few people that are impacted by these cancellations and now they’re stuck in Samui or Phuket. With the only option being to rent a van to Bangkok.
BPP maintained cod schedule of 3 power plants in JPN & VN 2H21 total 60mw.
CPANEL sets 40% sales growth target this year, supported by Bt900m backlog, to be realized over 3 years, sees 2H recovery with plan to focus more on provinces outside BKK.
DOD expects strong 2H from robust orders for Green Chiretta extracted supplements as and rographis herb able to inhibit enzyme activity of Covid.
Comment: I have a million question marks about this company. But ok, its the main play for that sweet weed in amazing thailand.
FTE secured fire suppression, sprinkler system & foam concentrated order total Bt25m.
KBANK, KTB, BAY, BBL may report 2Q today, Bt9,360m, Bt4,878m, Bt11,289m and Bt6,05b respectively.
SIRI sets Bt7.4b 3Q21 presales target with 62 projects under Lock Deals campaign, offering on-top discount from July 15 – August 15.
SMPC sees solid turnaround 2H from strong demand for cooking gas cylinders on the back of WFH & Covid curbs, eyes 15% revenue growth this year.
Comment: And they’ll benefit well from the decline in the THB.
SNNP: snacks producers, Srinanaporn Marketing, debuts IPO 240m share at Bt9.2 apiece, SCB Securities leads.
Comment: A jelly boom!
TPLAS upbeats outlook from F&B containers sales on fast growing delivery services, higher production capacity of foodbox, foodbowl, food grade plastic (HDPE/PP) containers yoy, will branch out to disposable paper plate & tray in 2H.
TTCL wins EPC contract for waste water management projects from Nghi Son Refinery & Petrochem in VN total U$ 16.2m (Bt 500m).
WICE mulls revising up FY21 revenue growth target >20% above Bt4.8b from improved cargo traffic & freight rates on recovery exports.
Comment: Watch SONIC, III, and WICE all revise their revenue growth rates up.