ADVANC: 3Qnp at Bt 6.03b -5.4% yoy; missed Bt 6.42b consensus, core service revenue +1% yoy; -0.5% qoq as inflation eroded purchasing power on price sensitive mobile users.

Comment: Far better than DTAC & TRUE…for now…

CAZ: awarded 2 construction contracts total Bt 143m.

IVL: joins bidding race against Bain Capital & CVC for PET film maker, PTL.

Comment: Didn’t realise this was in play, cookie munster has a competitor now! (if true)

SMT: 3Qnp at Bt 102m +82% yoy, thanks to strong demand for PCBA, optics, IC packaging and box build for electronic devices.

Comment: Bump due to delays in 4q21-1q22

TTA: subsidiary, V Ventures, in talks to buy troubled crypto exchange, Zipmex, tabloid.

Comment: Interesting….or is it? Still rather annoyed that TTA didn’t pay dividends in the same way that PSL has done from this period of high ship prices.

TU: revised up FY revenue growth target to 10-12% from 7-8% prior, sees positive 4Q sales momentum on pet foods, ready-meals & HVA products, 3 new plants on track to cod next year.

  1. Pon: what happens with the ITC spinoff from TU? They announced it earlier this year, then communicated a split ratio, which is now changed, and maybe still this year a price may be set. How many shares each shareholder gets will be communicated by registered post.
    I have never seen a simple spin off administered in such a clumsy fashion. Is it the Board of TU or their financial adviser which lacks kinow how?
    Regards Kurt

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