AIE reaffirms solid turnaround 3Q from recovery biodiesel sales volume on easing travel restriction, expects positive momentum 4Q from demand for fuels on holiday season, improved vegetable oil sales vol on reopen of F&B, higher export volume of raw glycerine to India & China for food, pharma, cosmetic production.

Comment: Am curious to see how these guys perform, the #’s changed in 2020 through a reverse listing/merger of sorts.

BCPG to book contribution from 40MW solar farm in Japan in 4Q, boosting this year profit growth 30% to Bt2.4b.

BGSR consortium (BTS/GULF/STEC/RATCH) to sign Bt39b O&M for 2 motorway contracts today, while GULF to COD 2nd generation unit at Gulf Sriracha (GSRC) with 662.5MW capacity on October 1.

Comment: Well telegraphed for a while…

GLOBAL reports flooding damage at 2 stores in Nakhon Ratchasima & Chaiyaphum provinces, all products are covered under insurance policy.

IMPACT: BKK Motor Expo event schedule on December 1-12.

Comment: Could be a positive surprise in the #s

JMT and SINGER see no material impact from the emergence of SCBX, keep 40-50% annual growth for next 3 years.

Comment: SCBX doesn’t impact any at the moment, maybe in 5-10 years?

KOOL on verge of backdoor listing from hire-purchase & leasing co,Sathon Asset, expects to shift business to consumer credits & distressed asset management, Tabloid.

Comment: Another player coming to this game in the capital markets.

NER reaffirms solid 3Q from strong rubber sales volume >100k tons, tailwind from 8 month low THB, higher capacity HoH from 460ktpa to 510k, new order from India clients start to kick-in 4Q, will expand downstream products to boost margins.

TU signed business consortium with Israel based slaughter-free meat co., Aleph Farms, and Temasek backed, CJ CheilJedang, to expand food tech & distribution of cultivated meat across APAC.

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