AIT revised up FY19 revenue target to Bt7b from Bt5b after clinched Bt3b 1H19, Bt9b backlog to realize till FY21, expects to win additional BB & core network replacement projects from current Bt2b bidding.

Comment: So perhaps the entire IT sector shall recover again

GGC upbeats 2H earnings from larger client base and wider use of biochemical, maintain 400k tons full year sales target, in talk partner to expand bio complex phase 2, finalize plan FY20.

SAT cuts FY19 revenue growth target to 1-2% from 4-5%, domestic auto production to 2.1m units from 2.17m, Bt300m drive shaft orders from U.S. client to realize 2H20 should provide cushion.

SC kick-off transfer of Bt8b hi-end condo projects, 28 Chidlom

Comment: Curious to see how this performs given all of the negative news around the real estate market at the moment

SINGER to focus on expanding franchise shops, boosting main branch to 300 from 182 and sub branch to 7,000 from 869 and revenue up by 7X in 3 years.

Comment: So is this an MTC and SAWAD play part III?

WICE mulls to increase cross border network to expand logistic channel to mitigate risk from trade war, aims to capture opportunity from MNE production base relocations.

Comment: I do see the trade war as being beneficial over time to the regional logistic players

WP signs MOU partner to expand LPG & cooking gas sales in Myanmar, will book Bt1.3.37m gains from land sales in 3Q, expects to pay dividend for the first time in 10 years.

    • Well the one belt one road policy is still ongoing. And my conspiracy theory is that perhaps because of China Thailand will finally make the port way at the bottom of the country for ship lanes (Kra Canal).

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