AKR targets winning Bt200-300m of Bt500m EPC projects it plans to bid, eyes Bt3b bidding in transformer projects, with 10-12% winning rate.

Comment: Even though I think the EV trend is bs purely because of basic engineering and science, if the government moves this way, Thailand does need to upgrade the entire grid system and AKR is a beneficiary of this.

BCPG sees higher qoq output in 2Q to 145.6kwh, after electricity sale from its Laos hydro power plant to Vietnam, and full quarter revenue recognition from 2 of gas-fired power plants in the US.

CPAXT mulls 8-12 new Makro store concept and 3-4 hyper-market branches, 10-14 Lotus Supermarket in Malaysia, as well as 120-150 Lotus Go Fresh in Thailand this year.

Comment: “mulls” they’ve still got a silly amount of debt to pay off.

EPG may have a surprised 2Q earnings on stronger business growth in all segment, helped by higher sales and cost management, Tabloid.

KTB reported Bt10.2b 2Q, +22% yoy, inline with Bt10.23b consensus.

Comment: They have the best app in Thailand. No virtual bank can beat Pao Tang.

JKN sees brighter 2H on Miss Universe related business, skincare, spa, and travel, from Oct, firms on Bt3.4b revenue target this year.

Comment: Hahahahahahaha!

TTB keeps NPL at 2.6% level, emphasizes on new products, including collaboration with GLOBAL to launch TTB Global House credit cards, target becoming #4 in credit card and personal loan in 3 years.

Comment: The magical lack of NPLs continues to amuse us.

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