AGE seeks to branch out from coal sales to logistics, aiming to utilize existing pier and cargo warehouse

AP sees 8M19 presales at Bt26.8b, on track to meet Bt41.8b this year, plans 15 new projects worth Bt35b, firms on Bt35.9b revenue and Bt57.3b backlog.

Comment: So if presales are still on track, then the only q is the transfer rate.

CPF said ASF has no impact on its business, sees higher chicken meat exports to China as a result. Broker expects similar windfall for GFPT.

M signs up Comptroller General Dept (CGD) for Chim-Shop-Chai government stimulus campaign, expects big jump 4Q on seasonal and contribution from recently acquired seafood restaurant, Laemcharoen.

ORI in JV with DTC in a Bt1.4b high-end condo in Sriracha.

PLANB in deal with CPALL to expand media and ad in 7-11, reaffirms 2H operations on seasonal, boosting revenue this year to Bt4.8-5b, sets 20% annual growth for next 3-5 years.

Comment: From what I’ve read it looks like they’ll try to cover 10% of the 7-11’s with digital screens

TRC gets underground wiring projects for Rama 4 road from Metropolitan Electricity Authority (MEA) worth Bt518m.

Comment: I’ve noticed that government projects are being awarded slight faster since the “election”

UTP upbeats earnings from surged paper bag & container sales on global environmental campaign, mulls plant upgrade to fill demand, target FY19 revenue growth >10%.

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