AOT calls for board meeting on Wednesday to roll out remedy pkg for aero & non-aero operators impacted from outbreak.

Comment: The question will be for how long will these remedy packages last for, and if they’ll lose out on any potential future recovery

BAFS expects FY20 jet fuel sales volume drops 40% yoy to 3.5m liter due to flights suspension, aims to cut costs at least 20%, pipeline business to provide cushions.

Comment: Formerly the “Safe play” now, just like everyone else, they’re dead.

EGCO buys 25% of 640mw windfarm projects in Taiwan, phase 1 352mw to cod 4Q20, 288 mw to cod 3Q21.

JKN reports 6 clients owed debts total Bt711m on TV contents sales, bank guarantees backed for 4 clients, 2 clients under negotiation, expects sales momentum remained strong this year as people spend more time at home.

Comment: So are they seeing liquidity issues from their clients? 

SEAFCO aims to bid new opening projects combined Bt1.9b this year, reassures FY20/21 earning visibility from One Bangkok projects, Orange line MRT, Bangkok Mall, Dusit Thani Hotel & government projects, sees wider margins as oil price drops, firms on 15% revenue growth target.

Comment: And yet, they are still winning projects left right and center. 

SIS upbeats 1Q earnings from strong IT peripheral sales on the back of WFH policy, mulls to add more distribution channel to accommodate online sales, pays Bt0.55 dps XD May 7.

Comment: Even I bought a new laptop…

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