AS sees YoY revenue growth this year on >10 games launched, with 5 to be in 2H.

Comment: Kicking myself for missing this.

BAY cuts FY20 loan growth target to 3-5% from 5-7%, NII to 10-15% contraction yoy from -3% prior, coverage ratio 180-200 bps from 130-150 bps on fragile environment.

BWG’s major holder, Komol Jungrungreangkit, raised holding by 0.148% to 5.0693% on Monday (August 24), SEC filing.

Comment: Is he going to become the largest shareholder, and with a family member in charge of a Ministry will BWG magically gain new business?

DTC branches out from hotel operator to hotel management business and selling franchise chain of Dusit hotels & resorts.

INSET upbeat 2H earnings from positive momentum in turnkey network infra business on 5G expansion, seeks to boost recurring income from current 11% to balance out revenue mix, Bt700m out of Bt3.2b backlog to realize this year, firms on 10% revenue growth target.

JUBILE sees stronger 2H post-lockdown, boosts e-commerce sales to 10%, sees no more than 10% revenue impact from COVID-19 this year.

MC reports Bt407m FY20 net profit ending June 2020, +33% YoY on cost control and new strategy focusing on online , announced Bt0.20 dividend, XD November 5.

Comment: I am impressed by their ability to maintain their business despite the current situation.

MOONG seeks to expand oversea sales of infant products and household appliances in Laos, expects wider margin 2H after revamped product portfolio, will add online channel to align with new normal.

PTG: TRIS rating affirms rating at BBB+ stable outlook to reflect strong market presence in oil retailing, extensive distribution network & efforts to diversify to non-oil business.

Comment: They are still gaining market share.

RS sees stronger 2H, thanks to recovery in commerce and media business, firms on Bt4.25b revenue target this year.

SENA target 2 condo projects transfers in 2H worth Bt5,223m, and plans 3 new projects worth Bt1b.

Comment: Brave souls

TRUE estimate oversea subsidiary, True Digital Vietnam, to expand data analytics, digital solutions and IoT services.

Kerry Express Thailand, the country’s leading parcel delivery provider, has submitted an IPO filing to the SEC, offering 300m shares IPO.VGI holds 23% in Kerry and share price hit 15% ceiling yesterday.

Comment: And now it appears that the story is priced in, VGI is still likely going to have a net loss (Accounting) for this year….

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