AIT wins digital ticket pj from State Railway authority worth Bt920m.

Comment: And IT co’s continue to win projects

AOT to sell TOR for DMK airport duty-free concession Oct 24 – Nov 8, opens bid on Dec 11, drops CPN from auction on violation of TOR terms on dispute over Central Village pj.

Comment: Well that is one way of reducing the competition for King Power

GFPT said fire at chicken processing plants is under control, investigation is ongoing, may need up to 6 months to resume normal operation there, but worst case impact is less than 1% of total rev.

Comment: And people’s health…but yes at the end of the day it’s a chicken stock and as long as chicken prices remain stable so shall GFPT

MBK upbeats 4Q retail mkt from recovery tourists arrival, sees strong traffic from India aside China, UAE travellers also on the rise from medical tourism.

Comment: MBK is in a challenging spot, before it benefited from Western tourists, with this figuring flattening and the Chinese & arab tourists preferring to visit Platinum to get the deals I don’t how to MBK will re-position itself.

SGP sets Bt7.9b 3-yrs capex for 2 gas depots and LNG transport trucks, sets 1-4m tonnes sales and Bt12-50b rev per yr.

Comment: And watch the owner play around with the margins.

SPALI launches Bt1.25b luxury housing Supalai Prima Villa Nakornratchasrima Oct 26-27.

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