AOT approved AAV’s request to partially move its base from Don Muang to Suvarnabhumi, with initial 24 domestic flights, before extending to overseas flights by end of year.

Comment: Now the future hordes of Chinese tourists will be at Suvarnabhumi. 

BBL: Social Security Office cut holding by 0.0188% to 4.9903% of total outstanding on Tuesday (July 14).

CHEWA reports 2 tranches CD total Bt2b 90% sold on the first day of subscription, will book Bt450-500m from disposal of assets in Amata City Rayong to AIMIRT in 3Q.

Comment: That’s impressive, but what’s the interest rate?

CK bought bidding envelop for Orange (West) Bangkhunnon-Minburi.

COM7: Krungsri Asset (KSAM) cut holding by 0.048% to 4.977% of total outstanding on Wednesday (July 15).

ILINK will sign Bt144m 33 kV submarine cable projects for PunYee island before end of July, expects to win additional projects from current bidding of Bt57m submarine spare parts, Bt110m transmission line for Nan province, Bt700m Sri Change island submarine cable and Bt1.75b Koh Tao island projects, firms on Bt5.95b full year revenue target.

QH maintained Bt8b FY20 revenue target, maintained launch plan 3 SDH projects in 2H, expects tailwind from home improvement unit, HMPRO, boost 2H earnings.

SEAOIL: Department of mineral fuels gives nod to conduct trial run of 2 onshore Oil & Gas field for 90 days to evaluate reserves.

TIPCO expects to report solid 2Q from strong juices sales during summer season, positive surprise from turnaround asphalt subsidiary (TASCO) thanks to ample margins from higher asphalt selling price and low oil price.

Comment: If that’s the case re juice sales, then the old players include TIPCO, MALEE, newer ones are ICHI and SAPPE and if you head down the functional drinks route you have OSP and CBG

Energy Regulatory Commission (ERC) to open bid for 400MW community waste to energy plants, with ACE, SUPER, PSTC, BWG, TPCH and STPI are likely to participate.

Comment: Explains the movement in the share prices this week. The results are expected to be announced in August (if this group of donkeys in the government don’t delay things again) 

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