ADVANC sees marginal impact from tower dispute settlement with State-owned, CAT Telecom, after transfer 155 telco towers ownership to CAT & and rent back from CAT for 5 years from Jul 1,20, CAT will use space & maintenance service from ADVANC over the same period, estimate net impact Bt186m where Bt90m has already booked in P&L, other income from render of space & maintenance to offset going forward.

EGAT is planning to reduce the power gen capacity reserve to 15% from 40% of total capacity, in a move to curb high power costs.

GULF’s Bt10b bond were 2.44X covered, offering 2.65-3.46% yield.

JMART sees strong momentum into 2H, supported by both units, JMT and SINGER, which expected to report record high profit.

Comment: They are doing a great PR job with all 3 companies at the moment, and they have the numbers to back it.

JWD upbeats 2H earnings from strong demand for thermal control storage business, sees positive momentum on newly estimate cold chain express delivery as demand for integrated logistics solutions from restaurants grow.

Comment: Still think this is a great business, great industry etc etc.

PROSPECT: Prospect Logistics & Industrial Leasehold REIT, develops & leases warehouse & factories debut IPO 245m units at Bt 10 apiece.

Comment: How is a factory REIT going to perform? The warehouses – arguably makes sense depending upon the customer base.

RATCH, via its ABEIF fund, invests Bt4,920m for 45% stake in coal fired powerplants, Thang Long Vietnam, with 620MW capacity, with immediate revenue recognition.

SSP signed EPC contract with a consortium consisting of Powerchina Huadong Engineering and Sinohydro Corp to develop 48mw windfarm in Vietnam, target cod October 22.

TOP sees no stock loss in 2H and completion of CFP in 2023 as planned

TRUE to expand 5G SA based station for service launches in October, expecting 100K sub by mid next year.

TRUE to install 5G tower in parallel with existing base stations from October onward, will launch low-cost 5G handset below Bt10k in 4Q to boost migration, target 500k subscribers by end of FY21.

TVD sees big jump 3Q from positive momentum in TV home shopping & online sales, add food items and tourism package on shelf, target 10k items from current 5k by end of year.

Comment: But their 2Q20 numbers were….meh? 

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