AMR secured Bt214m underground wiring projects, boosting backlog to Bt2.1b, firm in Bt2b revenue target this year, after MOU with AJA into e-bike business, target 30 EV battery swap locations by end of year.

AUCT sees recovery traffic at auction yard after Finco’s debt moratorium ended 1H22, hiked entry fee for passenger vehicles to Bt10k/unit from Bt9k, trailer to Bt12k from Bt10k since Aug 1, seeks partners to expand auction items.

Comment: Because of their market dominance AUCT is able to do this. The question has always been weather or not they could successfully expand beyond their competence, still yet to be seen…

BANPU to sell 3 series of Bt11b bonds, 4, 7 and 10-year, offering 3.26%, 3.8% and 4.2% to Institutional and retail September 14-19.

Comment: What rising rates? Doesn’t have an impact on the companies that have great cf’s

CKP sees solid 3Q from improved power gen efficiency at Xayaburi hydro pp (42.5% holding) as flow rate hit 8k ft3/sec vs 3.8k in 2Q22, qtd output from Nam Ngum 2 hydro power plants reached 555 GWh vs 391 GWh in 2Q to boost earnings.

KISS adds 35-40 personal care items in 2H to capture consumers spending on high season, expects 3Q sales pick up after form partnership with Indonesia distributor, mulls tapping in VN market.

MEGA sets Bt2.8b profit target for 2025, on plant expansions in TH and Indo, as well as new products.

Comment: The Indo and VN expansions are going to be the key drivers…

NER maintains Bt28b FY revenue target, sees current rubber price bottoming out at Bt50/kg as supply shrink on rainy season, expects to wrap up 2 rubber sales contracts from IND & JPN clients before end of year.

NRF signed contract with U.S. hemp player, Natura, to produce OEM plant-based gummy snack, begins production in 4Q, maintains 50% FY revenue growth target.

Comment: A lot of news, a lot of noise, where are the results? Or is the bottom for the shares in as the results are about to come?

SGP firms on 12% LPG sale growth target to 3.65m tons this year, on high global price at $700-800/ton with continued demand momentum in 2H.

SPCG said may miss Bt4.7b revenue target this year, on lower than expected solar farm outputs due to unfavorable weather, continues progress in 500MW EEC solar projects, with revenue coming in from late this year.

WHA to sign 700rai land sale to BYD on September 8 for EV productions, revises land sale target this year to 1,650rai from 1,250.

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