ALLA to bid for 2-3 power plants’ crane projects, worth Bt100m each, results in 2Q21, in talks with potential JV in solar cells business.

BTS and STEC under BSR Joint Venture mulls bidding for Bt122b West Orange Line, while BEM will bid alone.

Comment: BEM is basically CK…

INTUCH’s lawyer up and in the process of drafting testimony to fight the Arbitrator’s ruling in Thaicom 5 case.

SNC said strong 4Q would keep its 15-20% FY20 growth projection on track, sees 20-25% growth next year.

Comment: Questions remain on their ability to maintain margins.

SUN sees 10-15% revenue growth next year, after boosting capacity to 200K tons from 140-150K tons this year.

Comment: A small player that focuses on ready to eat foods, most likely booming from the work from home and exports to new markets which it didn’t have a few years ago. I have questions if this is a sustainable development for the company or just 1-2 year trend.

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