AMATA said will miss 950 rai land sale target this year, as 9-10 clients postponed land purchase due to covid.

Comment: No surprises here. Though yes arguably AMATA is attractive on an NAV/share basis atm.

AOT reported Bt4,320m FY20 NP, ending September 30, -83% yoy, in-line with Bt4,372m consensus. Its reported a core loss of Bt2.5b in 4Q20, loss performance is expected to continue in upcoming quarters and could lead to loss performance in FY21.

Comment: Note that their Financial Year and Calendar Year are different.

AS upbeats outlook from larger online game subscriptions base yoy thanks to easy access via mobile app, mulls tap in Indonesia & Vietnam market.

BJC sets Bt100m budget to promote new 3-ply premium tissues.

CBG reports no.1 energy drink market share in Myanmar & Cambodia, mulls tapping into Vietnam market next year, will launch Carabao Thai Whisky next year.

DTC raised holding in China subsidiary, Dusit Fudu Hotel management (Shanghai), to 77.5% from 45%, aiming to strengthen footprint in China after cod Dusit Thani Resort Suzhou in July.

FORTH signs digital trunked radio system procurement contract from Department of Provincial Administration total Bt787.33m.

HMPRO board approved investment in Home Product Center Vietnam.

Comment: And its off to the races we go!

TACC anticipates positive SSSG 4Q20 from improved traffic at 7-11 from several long weekend and travel high season, will add more drinks menu to boost sales upcoming holiday season, will wrap up 1 M&A within 1H21.

TASCO said its Malaysian refinery plant is operating as per normal, as it has crude inventory until end of 2Q21, despite having stopped procuring from Venezuela.

Comment: Yes but their issue will be in the margins

TPOLY eyes M&A to support bore pile & foundation work contractor business, expects tailwind from power subsidiary, TPCH, after cod 4 pp this year.

Comment: Not sure why they need to acquire another company, the real value is in TPCH.

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