AOT said its decision to lower minimum guarantee for King Power was above board and no shareholder approval is needed, while Finance Ministry, its major shareholder, has no objection if it is in line with SET and SEC regulation.

Comment: Well at the end of the day its a 12 month delay/extension.

ICN upbeats outlook 2H recognition of Bt172m IP access network procurement & installation projects from Provincial Electricity Authority (PEA) and Bt903m 850 MHz frequency band filter circuit installation for CAT, expects to win additional contracts worth total Bt1b before end of year.

PJW reaffirms big jump this year from lower feedstock costs as plastic beads price account for 55-60% of total sales, expects bottle & packaging sales momentum carry into 2H from recovery consumptions, tailwind from auto parts to boost earnings.

Comment: Wait, what auto parts business may boost their earnings?

SNC maintained 25% FY20 revenue growth target, sees recovery OEM parts order for home appliances and auto since reopening, seeks to expand abroad to boost export sales, pays Bt0.35 dps, XD Aug 17.

Comment: That would be impressive, first 6M20 revenue has increased tremendously thus it appears on target.

ZEN sees recovery in last 4 month of the year on higher demand and seasonal, sees earnings bottoming out in 2Q.

Comment: As is the case for effectively all businesses that have been able to remain open.

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