ADVANC, DTAC, TRUE, TOT, CAT are expected to submit bidding for 5G licenses today, qualified bidders will be announced on February 11 and auction begins February 16

Comment: WHERE’S JAS?

IHL wins contract to supply leather to US footwear, KEEN, production starts 2Q, expects to wrap up additional 4 contract this year.

IVL cod 440ktpa ethylene cracker plant in the US.

PLANB denied report it’s received favorable treatment in bidding for Football Association ad contract, launches defamation suit.

Comment: Well of course they did. But it appears that they’ve done a decent job too

PTTGC estimate JV with Austrian Chem, ALPLA, to operate high quality recycled plastic plant, target cod 4Q21.

NOK’s RO 888.15m shares 3.5:1 (new) at Bt2.5 apiece from Feb 3-7.

Comment: What a time/price to raise capital.

SPCG to start developing 469mw JPN solar project worth Bt2.52b in March, target cod 1H23.

TM reports Jan sales +25% yoy above Bt50m driven by healthy demand for sanitary handwash gel, face mask and gloves following outbreak, upbeats outlook this year from larger client base in non-hospital segment especially restaurants & hotels, firms on Bt120m revenue target.

Comment: If we could, we’d prepare massive short positions for this name in 3-4 months. Or will it now become the norm that we have to wear a mask everyday?

  1. peter satrapa-binder

    regarding: will it now become the norm that we have to wear a mask everyday?:

    this may well be the case. well, the corona virus outbreak will hopefully pass within a few months, but i don’t think that the air pollution issue will go away that fast…

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