AS launches new game, Real Yulgang mobile, in TH & Cabal M in Philippines, eyes 15-20% revenue growth target.

ILINK sees solid 3Q on seasonal for cable and fiber optic with additional new clients, keeps Bt6b revenue target this year.

Comment: Basically all the projects that were supposed to have won 3-4 years ago are finally coming through.

ITEL to divest IDC to REIT worth Bt700m in 4Q, and become Edge Data Center for large SG operator, sees solid 2H, supported by Bt3,179m backlog.

Comment: Makes sense, INET has done it, the biggest player (I think) is TCC (Thai bev family) arm.

NOK plans to add Bt5b in liquidity through a 5-year rehab plan starting next year as it prepares to shift segments to premium service.

Comment: With less competition for low cost flying, can we imagine a monopoly for AirAsia?

SIRI maintained 4 new condo projects launch plan in 4Q, Bt2.7b, sees YTD condo sales topped Bt7.1b, account for Bt11b full year target, 2 projects kick-off transfer from September.

SIS reaffirms Bt30b FY21 revenue target after logged Bt15.2b 1H21, sees strong growth from cyber security as cloud services grow, will add more value added products & IT infra to boost sales.

Comment: I can imagine the market potential for cyber security going higher and higher…

STGT sets up 100% subsidiary in SG, Sri Trang Gloves (SG), as a sales office and R&D.

TAKUNI’s JV unit recovered hemp farm operating license, will plant 320m sq.m in 4Q, 6k sq.m 1Q21, CBD oil to supply Siam Herbal Tech.

Comment: All these funny names coming out of the woodwork.

TOA sees bottom out 3Q from slow paints & building material sales as several vendors shut on lockdown, in talk foreign partner to expand hardware business & diversify revenue generating channel, target to cod next year.

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