AOT sees FY20 turnaround from higher contribution of new duty free concession kick-off September 20, pick up counter concession at SIA and DMK airport to announce winner January 27,20, seeks to expand non-aero revenue to balance revenue mixed.

Comment: Their business should be focused upon improving efficiencies further at the airport 

BCPG sets next year EBITDA growth target at 20%, helped by full year contribution from 69MW Nam San 3A PP in Laos, mulls expansion and M&A, target 520MW capacity in 5 year.

CENTEL, via its subsidiary, paid Bt137m for a 51% stake in Green Food Factory, an operator of 6 Thai restaurants called Salad Factory.

Comment: Lets see how well they can manage this business

DTAC urged the NBTC to postpone the 5G spectrum auctions scheduled for Feb to include 3500-MHz spectrum in the auctions. NBTC will hold public hearing on 5G licenses auction on 4 spectrums today.

Comment: Well that’s b/c DTAC doesn’t want to spend the money on it yet. I just don’t see the point of the country shifting to 5G at this moment. 

MK allots Bt1b budget to expand factory & warehouse business, aiming to diversify from residential property to commercial market

PLAT signs a 3 years land lease extension contract at Petchaburi road to operate night market in downtown, Donki mall to open in The Market projects 1Q20.

S sets 20% growth target next year, thanks to revenue from condo and hotel in Maldives.

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