AOT maintenance 3.7km west runway of DMK airport for 270 days from Oct 27, 21 till Jul 23, 22, sees no traffic congestion, flights density are manageable.

CHAYO in talk to buy bad debts from 5 fin institution total Bt10b, expecting to secure Bt6-8b before end of year.

Comment: Because BAM is done, everyone else is trying to fill up their books.

DELTA sees solid growth 4Q as chip shortage had eased and should return to normal in 1-2 years, sees strong growth next year on higher demand for data center and EV component in US and EU.

HTECH anticipates positive sales momentum carry thru FY22 driven by demand for cutting tools for HDD production on the back of fast growing cloud, IoT & 5G services, more EV parts clients on board next year.

Comment: Weaker baht helps given its an exporter, it appears that they will benefit from the mfg of devices that they crypto players like to purchase for mining.

KVision, a unit of KBANK, invests in Seedcom, a giant VN retailer to expand fintech via Seedcom’s 200K corp clients and 2mil consumer customers.

Comment: If you’re a VC investor, you have stupid buyers/investors/exit opps in SCB and KBANK that have to make moves.

JMT: xr 4.67435:1 @ Bt 41.5/share, XW 3.418:1 for subscribers.

Comment: And here comes the cash….ooh boy they’re going to have a great 2022-2023.

LALIN reports 10M21 sales topped Bt6.2b, +10% yoy, ramp up promo to boost sales for remained 2 months, firms on Bt7b sales target, Bt1.3b backlog to realize 4Q21 & 1Q22.

ONEE: media production & entertainment co, One Enterprise, debut IPO 496.25m shares @ Bt 8.5 apiece, Kiatnakin Phatra leads.

Comment: IPO pump! And then they’ll probably disappoint knowing the company/shareholders/management.

PROEN wins overhead transmission lines replacement with underground system for BTS North Green line (Phaolyothin -Ladprao) titak Bt434.91m.

Comment: See the government is finally moving on the movements of transmission lines. Having lived in the city for the past 15 years I’ve seen drastic changes.

PTTEP sees solid sales growth next year from estimated 417K bbl/d this year, on higher output from new projects, while avg selling gas price also rose to near $6, to revise 5-year investment plan early December.

Comment: Expanding volume, higher ASP.

SCGP sets Bt10b capex for M&A next year, including Bt5b for investment in Vietnam (north), while keeping Bt100b revenue target this year.

SPVI’s 3Qnp at Bt14.39m, +83% yoy, lifts 9M21np to Bt65m +106% yoy, sales & services rev +44.9% thanks to strong demand for tablet, PC, smartphone for WHF, distance learning, contribution from online channel, 5G adoption.

SMT’s 3Qnp at Bt56m, +31% yoy, PCBA sales +409% yoy, IC sales +19% yoy, GPM rose by 18.23% yoy thanks to high margin products & effective costs management.

TNP’s 3Qnp at Bt37m, +25.8% yoy, positive 3Q SSSG (+3.5% yoy), larger supermarket branches network and tailwind from spending stimulus boost earnings.

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