ADVANC’s granted 5G certified operator from GSMA, the 1st and sole operator in Thailand.

BANPU sets $600m 5-year capex for gas and renewable energy.

Comment: I question this investment strategy….maybe because I just want to find a pure coal player…

BGC sees strong bottles order yesterday as demand for exports to US & India grow aft outbreak hit China, eyes 5-10% revenue growth target, sets Bt3.5b for M&A packaging business and revamp plants.

Comment: People still want to drink beer.

BPP to book revenue from 4 projects with total 451MW capacity this year, on track to reach 5,300MW by 2025.

FX counters are suffering massive declines in transactions as tourists drop by 70% yoy, banks reduce operating hours, scale back branches.

Comment: Related to all banks, watch non-interest income continue to decline this year.

PDG upbeats 1Q earnings from strong PET bottle sales and wider margins from low plastic beads.

NWR’s set to secure 3rd runway contract at Suvarnabhumi worth Bt9.7b.

Comment: Well that’s early speculation.

SCB may lead in extending loans to CP Group in acquiring Tesco’s assets, by taking the biggest slice at Bt100b, with the rest being shared by syndicates including KBANK, BBL, KTB and BAY, Tabloid.

Comment: I wonder about the single lender limit…

SCC shuts some biz areas at Rayong plant after a supplier’s staff member, who entered the facility on Feb 28, was diagnosed with covid-19.

TM expects windfall aft cabinet lifted import tax on face mask for 6 months, reassure big jump 1Q.

  1. Pure coal? LANNA is close–they also have a granite quarry. However, Chiang Mai is so strange….

    GULF cracked this morning. Settrade is still showing P/E 75…there is a put, strike 126, with 2 weeks to go. If you have the corona virus and heart disease, recommended.

    Would it be true to say that SCB, in funding the CPF overpayment for Tesco, is an extremely special case? Extremely special.

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