ALT wins e-reading meter project from Provincial Electricity Authority (PEA) valued at Bt300m.

BAM reported Bt22b NPA acquired in 1H, seeking board approval to buy additional Bt33b in 2H, mulls expand distressed assets management in CLMV & Malaysia.

Comment: There’s no point expanding to countries where the legal jurisdication isn’t set up for distressed assets and guess what, Cambodia, Laos and Vietnam (well perhaps yes…on a small scale) aren’t ready for it

BTG sets Bt100m for S-Pure campaign, target 17% sale growth, cementing its #1 super premium segment with >50% market share.

EGCO’s MD rebuffs broker’s heavy downgrade, causing share price to drop 6.91% yesterday, saying delay in YunLin offshore wind power plant has limited impact on earnings, confident of installing 22 more wind-turbines and 40 next year, as planned.

Comment: Well EGCO is an SOE, that’s basically doing investments throughout the region as opposed to operating assets..and this is an investment in … CHYNAAAAAA

ILINK signed transmission line upgrade contract for Electricity Generating Authority (EGAT) valued at Bt30.7m.

SIRI reaffirms revenue and profit target this year, sees continued growth in horizontal projects in 2H, keeps Bt33b presales and Bt41b transfer target for the segment, mulls 33 projects worth Bt40.7b.

Comment: They do have the best figures on paper, perhaps one day I’ll write about why their profit margins are so low compared to their peers, “bennnngggg”

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