AOT: Transport Minister mulls propose Royal Thai Air force to obtain vacant flight slots to accommodate commercial flights on an upcoming high season.
Comment: As Queen ML says “this looks like they’re getting ready to announce a huge capex for AOT”
CPF & BTG are expected to turnaround in 4Q as domestic swine selling price climbed for 2 consecutive weeks from bottom at Bt 68/kg mid-August, avg selling price in 4Q likely move within Bt 70-75 range, Mitihoon.
SNNP: in talk partner to distribute snack products in China, VN plant (phase 3) on track to cod in 4Q, revamp snack packaging sizes to boost margin, firms on FY double digits revenue growth target.
Comment: Yet to see any thai firm do well in China, someone prove me wrong.
TTB: hold off interest rates increase on loans for now, will review aft MPC meeting on Sept 27, focus on TTB reserve prime services, cross selling via existing depositors qualified for bank products.
Comment: “For now” interest rate hikes aren’t done…