AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency.

AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece.

Comment: Now here’s your typical IPO pop for a small name.

BCP reported Bt3b digital bond sold out in 3min 18 second via KTB Pao Tung app on 1st date of subscription yesterday.

Comment: This Pao Tung app is a god send for capital raising.

BTG: agricultural food products manufacture, Betagro, to debut on November 2, 500m shares IPOed @ Bt40/share.

Comment: Can’t get my head around the idea of buying this name for the IPO. Don’t see the opportunity especially if chicken n pork prices decline next year as it appears that peak prices have been reached in May.

EA’s launched MT30, an E-mini truck, hoping to see solid reception at TH International Motor Expo in December.

Comment: They’ll need to go to the temple and pray for government contracts.

ILINK to sign Bt1.78b submarine cable projects for Koh Tao island on Nov 1, expects to realize earnings by 5-8% this year.

Comment: See, all the projects they spoke about 4-6 years ago are finally coming through…

NWR wins flood protection projects in Nakhon Pathom & waste water system for Sri Ayudhaya road total Bt419.6m.

SABUY board approved share purchase in AIT up to 30m shares (2.25%) ~Bt172.2m budget, expects to complete transaction by end of November.

Comment: So what the f is their business?

TTW’s confident of having its water sale contract, via its unit PTW, with Provincial Waterworks Auth, expires in Oct 2023, extended by at least 2 more terms of 10-year each as defined in original contract. PTW contributes 30% of TTW’s revenue.

Comment: Their offices are next to one another. CK has it locked up

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