ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB.

BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex.

EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity

JAS received Bt942m from last exercise of JAS-W3.

MINT expects NH Hotel operation in EU to improve in 2H as cross border travel is allowed, target reopening 80% of hotels in EU by end of-3Q and 100% in 4Q.

Comment: Post the RO it’s time for them to go on a PR blast. 

SMPC upbeats FY20 earnings from strong cooking gas containers sales as WFH and lockdown boosted demand for self-cooked, expects margins to expand as steel px drops, firms on 30% FY20 revenue growth target.

Comment: Stock may run to 12/13 as it did in the past, q marks over the strengthening thb/usd over the past 3 months.

STA expects to book Bt2.3b associate income from STGT this year, Tabloid.

Comment: Ka-ching

STGT may report Bt800-1,000m 2Q20 profit, +344-455% on rising demand for rubber gloves, boosting FY20 to Bt4.2b, +562%, Tabloid.

Comment: Now the q mark is …. yes a good year. And then what about the next 2 years? 1 slow growth q and you’ll see the share price collapse.

ZEN sees positive SSSG post lockdown, online sales +20% yoy, aims to expand via franchise and delivery services to balance revenue mix, seeks M&A to expand QSR portfolio.

Comment: Rumours have it that Khiang is up for sale. And so, is their business really doing well?

  1. STGT – if a company has good fortunes in the short term, what’s wrong in joining the flow to make some money? After all, we are here to make money – and it is not by illegal or immoral means. If one is worried about when the cycle will turn and investors will get stuck.. well this is where timing matters.. and to that we need fund managers like Thai Capitalist!!

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