AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21.

Comment: Look at these numbers and you’ll understand why MTC SINGER SAWAD KTC are all moving.

BCH to cod new hospital in Vientian, Laos in 2Q21, allots Bt100m budget to expand cancer specialized hospital, revenue from Covid test & ASQ to provide cushion during travel restriction.

Comment: I am at the age where several parents of friends are going through cancer, so naturally I see this new hospital idea as a positive.

BDMS may report Bt3b 4Q20 NP, +28% yoy, boosted by Bt1.1b extra gain from divesting share in BH.

INET firms on plan to sell REIT in March, will use proceed to expand cloud service infra to accommodate remote working.Comment: We thought this was priced in a while ago.

JKN anticipates strong content sales momentum continue supporting by demand from DTV channel and online platform as people spend more time at home due to pandemic.

JMART exercised warrants in 2 subsidiaries, JMT-W2 Bt 250m & entire holding SINGER-W1 Bt189m total Bt439m, upbeats outlook on HP, consumer credits & distress debt management business.

Comment: This group is perhaps the only one attempting to actually grow, and you can see it across all their groups share price performance

PRM targets 10-15% revenue growth this year driven by full OCC rate on floating storage unit, expects to wrap up contract with PTTEP in February, set Bt3b capex to add tankers, expects tailwind from investment in Thai Oil Marine.

Comment: FSU rates have come off their peaks, but still very high.

PTTOR is set to debut on February 10, after setting IPO price on Feb 1, expecting to be around Bt20.

Comment: They’re going to have to push the retail story. And this will help the market price both PTG and SUSCO.

SCB temp closed branch at BigC Rama 4 to undergo ozone disinfection after a customer tested positive to covid.

SEAFCO expects to win additional foundation work contracts for South Purple MRT extension w/in 1H21 & Gold line extension in 2H, Bt2b backlog to ensure visibility over 2 quarter.

SEG: ticker change to TGH effective today.

TNP expects positive SSSG 1Q21 as traffic thru super market branches remain strong, expects momentum carry thru 1H from shopping subsidiary stimulus & SSO cards, sets Bt100m to add 5 branches, target 10-15% revenue growth this year.

ZEN delays M&A plan to preserve cash, expects lesser impact on restaurants compare to last year after boosting delivery channel, selling franchise & ingredients to broaden sources of revenue, stringent on cost control.

Comment: Their competition is gone. They’ll take up the retail space, soon we’re going to be only visiting corporate branded restaurant’s at every shopping mall.

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