AJA signed MOU with China Mobile International (TH) to joint operate Mobile Virtual Network Operator (MVNO), smart city, modern tech and various aspects of smart solutions.

Comment: Seriously? What has this company achieved over the past 5-10 years with any of its announcements?

AOT: Jetstar Asia gets nod to operate 5 weekly vaccinated travel lane (VTL) flights from BKK to Spore from December 15, enables quarantine-free travel scheme for both countries.

Comment: Demand for jet fuel up.

BAY is the preferred bidder, picked by Citi for its $2b Thailand’s consumer assets.

Comment: Hit the wires at lunch yesterday.

BCP in collaboration with MG (Morris Garage) offering MG Super Charge at >100 of BCP’s gas station by end of year.

RS, via its Lifestar unit, launches 1st hemp seed oil product under the brand “well u”, mulls further product launches with CBD component in health, multi-functional drinks, and pet products, sets Bt500m revenue target.

Comment: Should the economy pick up a little bit this group may have multiple engines of growth. But understand that the board/management are traders by nature. They will switch businesses/industries when they see opportunities, not long term compounders/market share grabbers.

SPALI upbeats outlook on property market from lower rejection rate from LTV deadlock.

Comment: They’re just mopping up the market share from the single project developers that have disappeared.

SUN’s board approved Bt193m budget to improve efficiency & expand sweet corn production capacity at Sanpatong factory in Chiang Mai, target completion 3Q22.

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