AMATA and WHA stand to benefit on relocations following fresh China-Taiwan tensions, while ASIAN, TU, TKN, and SNNP may benefit from food export bans, Tabloid.

Comment: Well, everyone used to say that AMATA and WHA was going to benefit from the China tariff’s, that didn’t materalise. Why would this? And if there is going to be some real fighting between china n taiwan – thailand is just down the street, no MNC with 1/2 a brain would set up here.

CK expects the worst is behind after hit by high building material costs, labor shortage & virus curbs, aims to secure additional backlog from Bt200b bidding in Orange line MRT & Luanprabang Dam projects in 2H, higher contribution from BEM & CKP to boost earnings.

KKP revised up FY loan growth target to >16% from 12% previous guidance after logged 9.7% 7M22, cuts FY NPL target to 3.1% from 3.3% prior on improved assets quality.

Comment: The banks have their list of companies to support and which ones to call the loans on.

ORI reported 7M22 sales at Bt22b, supported by upmarket SDH, maintaining launch plan 23 projects total Bt17.5b in 2H, firms on Bt 35b FY sales target.

Comment: I really want to see the transfer figures…and for the company to disclose which transfers are a form of credit financing from private investment cos’

PROUD sees turnaround to profit this year on Bt3b booking of Intercontinental Residence in HuaHin, to wipe out all retained losses and pay dividend next year, to launch Bt2.2b projects in HuaHin in September and Bt4.4b luxury home and condo in 4Q.

Comment: The perfect example of how to turn illegitimate money into legitimate money

TM to expand online sales for medical and sanitizer products during Q2-Q3, to achieve Bt700-750m sale target this year, mulls launching hemp and herb based supplements under TM Herb brand.

TRU sees continued growth in 2Q on auto-part related products on recovering domestic auto sales and govt stimulus, and its diversification into construction and agricultural equipment.

TTB collabs with TIPH to roll out TTB Motor Warranty package, expects sales jump from demand to curb running costs.

WFX’s 2nd rubber thread production plant on track to cod in 4Q, sees garment market turnaround this year on reopening, recovery demand for sportwear, swimwear, outerwear, mulls tapping in Bangladesh, Indonesia & VN market to boost sales, eyes 10-15% revenue growth target.

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