AOT: Israel carrier, El Al, requests Saudi Arabia authority to fly over its airspace to TH to reduce flight time to 8.5 hours from current 11 hours.

CCET booked Bt13.1b sales in June, boosting 6M22 to Bt76.7b, +35% yoy, supported by continued demand for electronic devices.

Comment: Oh, what slowdown?

EGCO: Nam Theun 1 dam in Laos suffered small leak, 644.3mw hydro pp initially scheduled to cod Aug. EGCO has 25% stake in the projects.

EPG upbeats 2H outlook from recovery sales on 3 key business group including plastic insulation & accessories for air condition, auto parts & food packaging, larger clients portfolio yoy, tailwind from weak THB.

Comment: Weak THB is definitely helpful for 1/2 the business.

KCE, JMART or IRPC are at risk of being replaced in SET50, as TLI is expected to be fast-tracked into the SET50 once debut on Jul 25, Tabloid.

Comment: Been a major overhang for these 3 names. So let’s see what the punters & local AMs are going to support going into this.

IRPC and BIG in gas separation venture to supply refiners worth Bt2b, supporting Euro 5 requirement for UCF project, construction to finish by October.

MCS: Kajima corporation raised holding by 0.0628% to 5.01% on July 14.

Comment: Now that’s interesting, are we going to see the Japanese decide to take over and run this company in the future? There are big q marks on the succession here.

MEGA sees strong 2Q on higher sales in medicines and supplements, keeps 10% revenue growth target this year.

Comment: If they announce another blow out quarter I’ll just jump off the roof of my home.

RPH maintained Bt1.5b full year revenue target supported by recovery OPD traffic, strong pediatric operation, higher int’l patients yoy, upside from Covid related services.

TM reaffirms solid 2Q from strong disposable med supplies sales, larger exposure to B2C from B2B, contribution from newly launched TM Herb health supplement products.

SELIC: conglomerate consumer goods, SPI, cut holding by 1.753% to 9.1566% on July 11.

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