AEONTS: 2Q21np (end of Aug20) at Bt 966m +82.3% qoq, +2.6% yoy, beats Bt 836m consensus, pays interim Bt 1.85 dps, XD Oct 19.
Comment: A surprise for the market, people are still paying the minimum requirements on the loans/cards. Will this lead to more excitement into SAWAD and MTC? What about 2021 when the enforced lowering of minimum payment is relaxed?
AUCT: expects strong traffic at auction yard from flooding repossess vehicles after debt moratorium end this month.
BBL: Jakarta branch to merge into bank Permata to strengthen capital structure, seek holders approval on December 1, expected to be effective from December 21.
CPW: sees strong advance booking on iPad8, expects big jump 4Q from new launched AAPL products, easing inventory jitters, recovery demand on high season.
Comment: All of them are moving.
GULF: reports 10% holding in INTUCH as of Oct 6, total 320.65m shares, estimate subsidiary, GULF1, to expand renewable energy business.
Comment: I wouldn’t be surprised to hear if GULF were to use their stake in INTUCH as asset for leveraging.
HMPRO, DOHOME, GLOBAL likely to recovered windfall from surge demand for home repairing as storm hit several parts of country, tabloid.
JMT: 84.5m new shares from conversion of JMT-W2 will be tradable today.
Comment: Let’s see how much debt JMT can acquire between Oct ’20 to Mar ’21
KK: supermarket chains, K&K Superstore, debut IPO 79.35m shares at Bt 0.88 apiece.
Comment: Another hot IPO
STPI: disposal entire investment in subsidiary, STIT, to STEC for Bt 693.5m.
Comment: Left pocket right pocket.
TTCL: JPN petroleum co., Idenmitsu Kosan, raised holding to 5% of total outstanding last Friday, (Oct2).