AOT reaffirms passenger terminals (East) at Suvarnabhumi with Bt8b budget next year, while North expansion is still pending ICAO’s procurement process. Expects 440 flights during 1st day of reopening today.

ARIP will host Commart IT Expo at BITEC on November 25-29, Money Expo in Chiang Mai November 12-14.

CPANEL expects to secure building material orders from residential developers & hotels total Bt200m in 4Q, upbeat outlook from Bt1.19b pending to realize, target 25% revenue growth next year.

GPI to host BKK Motor Expo event on December 1-12 at IMPACT;

Comment: Wouldn’t be surprised to see higher sales than the market expects.

GPSC’s expected to report 15% yoy growth in 3Q21 profit, boosted by revenue recognition of Avaada solarfarm in India, keeps plans to expand renewable energy business and set up Global Renewable Synergy Taiwan to expand business there.

M expects positive 4Q SSSG, 476 branches fully opened, rolls out welcome back promotion to boost traffic upcoming holiday season, revamp online/delivery menus to boost sales.

Comment: The larger chains can maintain their workforce, the smaller ones are all currently all struggling with service quality.

ORI to open food business line within 4Q, Origin Food, via 3 strategies, building own brand, JV and franchises.

PR9: local fund, BBLAM, cuts holding by 0.6358% to 4.5258% of total outstanding on October 27.

Comment: Looks like BBLAM has been trimming positions everywhere, assets leaving? Or just a rotation.

SINGER’s firm on record high profit this and next year, averaging 50% p.a. New Bt11b capital will be used to retire Bt3.3b bond and for future lending, keeps plan to spin-off SGC next year.

Comment: Today is XR for SINGER, then the capital is due in by shareholders in December, next year they could just go gangbusters with performance.

SFT reassures 15-20% FY21 revenue growth target supported by strong demand for sleeve labels, packaging films on improving consumptions.

TOG sees lens sales jump at US & EU market, mulls expand overseas market to boost sales, eyes 10-12% sales growth FY22.

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