AMA plans to add vessel before eoy, in talk M&A tanker & logistic business, plan to wrap up 2 deals 1H21, will report 3Q net profit on November 6, reassure turnaround from improving traffic on reopen.

AOT’s cashflows drops to Bt40b from Bt77b normal level, may run out in mid-2021 if situation prolongs, may have to borrow to boost liquidity.

BAM to sell CD total 4 tranches, offering interest 3.2-4.05% p.a., subscription period November 2-4, TRIS rating A-.

Comment: I do wonder if the thai banks are finally going to let the weak corporates go bust => opportunities for those with capital.

ILM teams up home improvement online market place, NocNoc.com, to expand online sales.

MTC to sell Bt5b CD before end of year for loan expansion, maintaining 20% FY20 loan growth target.

Comment: No issues for MTC in the market, plenty of demand there.

PRAPAT, cleaning & sanitation products manufacturer, Peerapat Technology, debuts IPO 100m shares at Bt1.5 apiece

Comment: Still a decent bounce for this new IPO despite the market conditions.

S cuts transfer target to Bt4b this year from Bt9b earlier forecast, yet sees strong transfers in 4Q, boosted by the S Sukhumvit 36.

Comment: No price reductions yet = low transfer rate.

STGT reports full capacity utilization in 3Q from strong demand for rubber gloves on the back of C19, sees positive sales momentum and selling price carry thru 4Q

Comment: And they are minting it. Volumes are going to be great for the next 1-2 years.

TFG sees 4Q earnings slightly eased qoq as poultry exports volume drop on seasonal, firms on 8-9% full year revenue growth target.

Comment: I do wonder when chicken prices begin to exhibit the +ve movement seen in pork prices during the 1H20.

TTW may report Bt969m NP in 3Q, +34% yoy, boosted by CKP’s contribution, Tabloid.

Comment: Concessions are great….

TWZ will launch 13 new mobile models, add promotion campaign to capitalize on shopping tax break scheme.

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