ANAN to issue Bt1b worth of subordinated debt, offering 9.5% p.a. for first 5 years.

Comment: That sounds closer to what I expected for debt pricing, though in reality it should be double digits.

BEM sees Blue line ridership rose to 60% or 250ktpd avg post lockdown, expects momentum carry to 2H on school reopen.

Comment: I think pre-flu it was …. 500k

COM7 rolls out campaign to boost mobile and gadgets sales from 4 days event of Thailand Mobile Expo July 2-5, expects 2H turnaround from newly launch products, IOT & mobile on 5G adoption, branches expansions parallel with online sales, tailwind from holiday season.

Comment: 5G, people seem to underestimate the ability of software to expand massively.

HUMAN expects to wrap up deal HR solution for 4-5 corporate clients, firms on 10-15% full year revenue growth target.

ITD sees limited impact from C19, delay high-rise construction off-set by infra, industrial and chem complex projects, firms on plan to open 12 hotels under ONYX hospitality group over next 12 months.

NEX acquires 51% stake in NGV bus maintenance service co., BELI service, to expand coverage from export and import NGV bus to maintenance services.

Comment: Hmmmmm I wonder if there’s a behind the scenes game here.

NOBLE sees recovery in property market in 2H, plans 6 new worth Bt23-24b, hoping to boost FY20 presales to Bt12b, after booking Bt3b in 1H.

Comment: And then pigs will fly, but yes it should look better

ORI booked Bt11b presales in 1H20, and may exceed Bt21.5b FY20 target, plans 12 new worth Bt16.7b, keeps Bt16b revenue target.

Comment: I’m surprised that they haven’t raised equity yet. Then again I’ve said the same about PF for years.

THAI’s appointed Chansin Treenuchagron, a former president of PTT, as acting president.

Comment: Who cares? The Board is suspended during bankruptcy!!!!!!!!!!!!!!!!

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