AOT: JPN-based LCC, Zipair, will increase flights from Narita-BKK route from daily to 10 flights/week starting from winter timetable on Oct 27.

ASIAN revised down FY revenue target to Bt10.21b from Bt11.36b, cuts GPM to 14-15% range due to impact from strong THB & US tariffs on frozen seafood exports, mulls expanding revenue from pet food to provide cushion.

BCPG reports cod-ed of 600mw Monsoon wind power project in Laos on Aug 22, selling electricity to Electricity of Vietnam (EVN) under a 25-yr cross border PPA, will start to realize earnings from 48.25% interest in the project from 3Q.

GULF sees positive earnings momentum continue in 2H driven by cod of 7 power project total 597mw, higher contribution from 437mw wind farm project on seasonal, will sell Bt30b CD in Sept.

Comment: Rumours of a photo taken between Sarath and Anutin that were posted on Anutin’s fb page right and then quickly deleted. 

GUNKUL sets Bt10b revenue target this year, supported by new capacities from wind and solar power plants, with Bt4b revenue recognition from EPC in 4Q, and growth data center business.

MINT chairman William Heinecke said at Thailand Focus TH and Cambodia should urgently resolve their border conflict to minimize the hit to business and tourism. MINT operates at least two hotels in Cambodia under its Anantara and Avani brands. It also has The Pizza Company and Swensen’s restaurant franchise outlets under its Minor Food unit, and has forced logistics to go thru Vietnam.

Comment: He’s not wrong…

TOP announced tender offer to repurchase partial of outstanding USD notes prior to their maturity dates up to $199.9m (Bt6.5b) in aggregate principal amount of outstanding notes, tender period starts from Aug 27 till Sept 25.

Comment: Zero issues at TOP. But that one overhang remains. How are they going to clear the issue w/ the contractors?