APURE inked deal with Walmart to supply canned sweet corn, cream style corn, sweet corn in vacuum pack and canned baby corn thru its hypermarket in US & EU, target 30-40% CAGR over next 3 years, expects to get additional client on board in 4Q.

Comment: That’s an incredible achievement. Thus the price wasn’t purely moving on corn prices.

GFPT reassure 2H turnaround on high exports season, topped out chicken price, additional capacity from 3 new poultry production line cod from 3Q and higher THB revenue.

Comment: I hope I haven’t missed out on buying this.

GPSC to start recognizing revenue from Indian solar farm in 3Q, and expects Bt1b next year, sets 11K MW overall capacity target by 2025 from current 3,744MW, no need to raise capital.

KEX sees solid 2Q, supported by rising parcel delivery to >2m/day, sees momentum into 3Q, eyes partners for 2-3 new business, launches Kerry Pay, e-payment service to capitalize on large network of commercial partners, expand e-commerce to boost door-to-door delivery services, increase utilization of existing resources.

Comment: Flash vs Kerry vs Thai post. Flash is eating up market share (through price dumping), but Kerry would probably be able to maintain their positioning.

SMT upbeats earnings visibility from Bt1.3b backlog, healthy demand for EV components, higher THB revenue from weak currency, firms on 30% revenue growth target.

SKY branches out from network equipment & maintenance services to building automation & smart security, target office building, residential/commercial property to broaden segment coverage and boost recurring income

Comment: Does this mean that they can’t rely upon paying government officials for IT projects anymore?

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