AMATAV sees better performance than last year, expected to sell 1,050 rai of land in 2 IE in Vietnam, in talk with partner to invest in 3,000 rai IE in central Vietnam.

Comment: They have never hit their targets. They haven’t done anything positive in Vietnam versus effectively every other international and domestic player there.

AS reaffirms solid 4Q from strong online games download during holiday season, expects positive traffic momentum carry thru 1Q21 supporting by update patch on several games, sets Bt50m budgets to revamp servers, will launch 8-10 new games this year, eyes 10-20% revenue growth target.

Comment: Still of the viewpoint that their numbers are going to continue declining on a quarterly basis.

AU mulls opening kiosk & pop-up desert café on BTS skytrain stations, sees upside from longer operating hour, expects wider margins this year from lower rents expense.

Comment: 1) BTS as a new shareholder helps 2) It’s going to take the spaces of the independents at cheaper rates as they can afford to lock in longer term leases – market consolidation continues

BA to resume BKK, Trad and BKK-Sukhothai routes from February 1.

BEC in major revamp airtime slot in February to boost rating & ad rate as people spend more time at home.

CHOW signs MOU with electric contractor, Charoenkrung Engineering, to expand solar roof installation business.

CPN is remaining committed to opening new shopping complexes this year and next, as it remained upbeat about a better retail outlook during the coming period, sets Bt15-20b capex to renovate Rama 2 mall and 2 new malls, plans to expand to Vietnam.

Comment: They still kept their CAPEX targets, goodbye every other small player. Anyone else notice how quiet the Mall Group is atm?

DELTA: SET extend trading curbs, cash balance, from January 27 till February 16.

Comment: This is halting the SET’s rise.

PTTGC board approves plan to invest in Olefins 2 modification projects, allows cracking unit to increase propane usage as feedstock to enhance feedstock flexibility & LT competitiveness.

PRINC plans to issue 10% new share to new strategic partner, raising Bt1-1.4b, deal by April-May this year, sets Bt5b revenue target in 3 years.

Comment: Baby BDMS in the works

RS targets ATH revenue this year above Bt5.7b, Bt4b from e-commerce via RS mall apps & home shopping via Channel 8 & Bt1.7b from media & entertainment, will add functional drinks, innovative health products, pet food to boost sales, expects tailwind from distress debt management & collection services, eyes 1-2 M&A this year.

Comment: Will we have to begin valuing RS as a hold co? We’re watching the rise the of more conglomerates in this country.

SCGP expects its revenue will increase to Bt100b this year thru a combination of M&A and organic growth strategies after racking up Bt92.78b in revenue in 2020.

Comment: It IPO’ed, it was added to indices, its share price is up 30%.

SPALI’s 1st phase Supalai Primo Phahol 54/1 sold out in 2 days, recording Bt320m presales.

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