ANAN expects 3Q turnaround from transfer of Bt7b Ideo Rama9-Asoke condo projects, will launch 5 project by eo-September, maintaining Bt13b FY transfer target.

Comment: Ah a former darling that has fallen from flying too close to the sun. When the situation goes from shit to bad – watch for the share price recovery.

IIG maintained Bt950m FY22 revenue target driven by larger clients on board from demand for digital transformation, mulls investing Bt331m in 51% stake of Lansing Business System to branch out from enterprise resource planning (ERP), CRM & data analytic to software development, outsourcing and IT security, sees opportunity from vertical expansion to e-commerce & healthcare.

Comment: Its a race between IIG, BE8 & BBIK.

LEO raised revenue growth target to 45-50% to >Bt5b, see strong 2H on seasonal, mulls 2-3 JV and 4 M&A to be clearer by 4Q.

Comment: Just impressive…the smaller thai listed companies have figured out how to roll up businesses over the past 2-3 years.

ORI said this year presales target may exceed Bt35b set earlier, after Bt17.7b in 1H, while 2H may see as much as Bt18-20b from reopening and its plan to launch 22 new pjs worth Bt26b.

Comment: And they are alive, transferring etc…

OSP sees sales of newly launched hemp infused energy drink, M-150 Terpene, above target by 200% since debut in July, seeks to add more HVA products to boost margin.

Comment: If their target was to sell 10 and they sold 2,000 meh…remember during to the regulations in Thailand these “hemp” drinks are basically worthless….

STECH eyes bids in Bt1-2b projects in 2H, boosting backlog from current Bt1b, target 30% rise in pre-stressed concrete capacity this year.

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