AOT said 31 international airlines give nods to inbound flights on Phuket sandbox begins July 1.

Comment: I still hold to the viewpoint that we’ll see a parabolic rise in travelers. Slow at first and then boom.

IVL completed acquisition of rPET assets of CarbonLite Holding and its subsidiary in Texas, taken charge of the plant effective from June 11.

KISS: GRAMMY raised holding to 9.99% of total outstanding on Thursday (June 10).

Comment: Grammy trying to buy their way into the RS business model

KTC sees cash withdrawal via credit cards topped 5mth high.

Comment: Great for KTC, interest and fees on these are incredibly high, and then when these customers default, great for JMT & CHAYO to buy cheap NPLs and collect.

TU sees positive momentum continue 2Q from healthy sales of seafood products on reopening in U.S. & Europe, higher demand for pet foods in April & May, higher utilization rate at production facilities in Samut Sakhon after being disrupted by Covid last year, raises capex >Bt6b this year from Bt5b FY20 to up capacity.

Comment: I see a company benefiting from ASP increases due to covid and still can’t move beyond being a commodity producer.

XO will begin export hemp-mixed sauces from 3Q, expects record high profit this year.

Comment: They’ll conquer Holland.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.