AH keeps 30% FY22 revenue growth target, maintains GPM within 10-12% range, strong auto parts orders for new launch models, new clients in Africa & Argentina, improved operation in Vietnam & Malaysia plant and auto dealership business to boost earnings, study new products to shift from chassis production to EV parts.

Comment: Should that forecast be the case, then it’s a significant growth in volume.

ASK, TIDLOR, THANI and SINGER won’t be affected by expected control from BOT on max interest charges, as all offer lower than the max cap, Tabloid.

Comment: But the market doesn’t believe it, why? Their future NIM expansions are gone.

BEM sees rider ships jump on reopening of Queen Sirikit Conventional Center on September 12, as venue scheduled to host 160 events till eo-FY23.

CRC firms on 20% revenue growth, sets Bt20b capex on renovations and new outlets, to spin off its e-book unit, Meb, and list on SET in 1Q23. CRC opened its 1st hypermarket store, Go!, in Nakhon Si Thammarat this month, following success in VN.

Comment: Trading at … close to 1.3x revenues so what’s this giant worth?

FLOYD signed 3 electrical & mechanical work contracts for Home Pro Bangna, BIGC Su-ngai Kolok & V44 office building projects total Bt388m.

RATCH’s power subsidiary, Saha co-gen (SCG), signed PPA solar rooftop with PRINC under BOT (build-operate-transfer) at 11 hospitals, total utility sales worth Bt250m, target cod by eo-FY23.

SCB holds press briefing on new insurance product for EV at 1pm

Comment: Wowwwwww, a car insurance product!!!! Hot off the presses! WTF is going on at SCB?

STEC tones down FY earnings from higher construction costs, shifts focus to private projects to boost margin, contribution from 220m shares holding in GULF to curb downside, mulls diversifying to rental property to boost recurring income.

THCOM’s calling on the telco regulator to adjust its draft conditions for the auction of satellite orbital slot packages, saying the reserve price of the packages are still too high.

Comment: In other words, GULF, wants to make $ and its telling the government what to do.

TRUE will announce a partnership with Metaverse platform Zepeto from South Korea at 1pm.

Comment: Well ok

TTA: established subsidiary, Thoresen Shipping Dry Bulk DMCC, to operation business in UAE.

WORK: MAJOR raised holding by 0.0671% to 10% of total outstanding on Aug 29.

Comment: Can someone give me the story for this acquisition other than MAJOR having excess capital and needing to put it somewhere.

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