ADVANC, in cooperation with NDID, to become the 1st mobile phone operator to offer authentication service, allowing KKP’s customers to open bank account without having to go to the branch.

Comment: Look at the “shareholders” of NDID, its quite amusing.

BEAUTY sees return to profit next year, on cost cutting via reorganization, with Bt360m cashflows to support investment.

Comment: Want to bet against name doubling over the next 2 years?

GPSC sets Bt70b 5-year capex for investment in ERU and GLOW SPP Replacement, sees solid 4Q on lower gas price and Bt500m from GLOW synergy.

LIT maintained stringent on new loans approval, curb segment saturation below 25% in each industry to lower risks, sees improving credit demand from SMEs from consumption & infra stimulus, will focus on packaging, logistic, med equipment, IT & Edu supplies.

MEGA suspended plans to estimate pharmaceutical plant in Myanmar on concern of Covid, seeks oversea partner to boost export sales, strengthen brand to & roll out new products to boost margins, targets 7-9% revenue growth next year.

Comment: Still one of the biggest winners this year.

PDI’s board approves to use Bt1,705m proceed from selling 36.4MW solar farm to BAFS to buy 51% stake in 2 hotels in Bangkok from CGD’s subsidiary.

Comment: I probably should comment on the left to right pocket moves made here….But a quick Google on BKK post and you’ll find it. 

PREB expected to sign condo construction contract total Bt2b before end of year, lifts backlog above Bt9b, targets to win at least 20-30% of current bidding Bt5b.

RATCH signed 50:50 JV Singapore partner, Nexif Energy, to develop 80mw near-shore windfarm projects in Vietnam, power will be sold to authority (EVN) under Long term PPA.

S sees narrow loss 4Q from improved OCC for office & commercial spaces above 85-90%, strong pre-sales of upscale projects, The ESSE Sukhumvit, expects meaningful turnaround FY21 aft purged loss making unit, NVD, upside from hotel operation.

Comment: And yet it’s NVD that has performed the best since the rumours regarding this transaction begun.

SAK: retail lender, Saksiam Leasing, debuts today, 546m shares at Bt3.7 apiece, Thanachart leads.

Comment: Boom another great IPO performance

SKE reaffirms record high profit this year from NGV distribution, full year recognition of 80% holding in 8mw Mae-Krating biomass powerplants, expects to wrap up 7-9mw biomass powerplants & 9mw private PPA within 1H21.

SUPER to COD 550MW Vietnam solar farm this month, boosting capacity to 1,200-1,300MW and this year revenue by 15-20%.

TSR upbeats 4Q earnings from 1st quarter recognition of ice-making machines sold to PTTOR’s café Amazon, firms on 10% revenue growth target above Bt1.9b.

Comment: I have had a lot of q marks surrounding this management/shareholder, but the story is compelling especially if they can supply all the Amazon coffee shops as well as other coffee players in the country

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