ASIAN sees positive sales momentum continue 2H from ready-meal, frozen foods & pet foods exports, higher THB revenue from weak currency & contribution of exports (75% to total sales), frozen fried foods production line cod 3Q21, additional capacity from pet food cod 1Q22, mulls tapping in EU market, target FY21 revenue growth >10% above Bt9.5b.

AUCT anticipates recovery traffic at auction yard on fresh wave of repossessed vehicles.

Comment: Remember their revenue model is based upon the # of transactions at auctions, not on the value of assets sold.

BH opens for Moderna vaccine bookings today, Bt1,650/shot, with priority given to existing patients.

Comment: They will charge you upfront 500k baht cash for a bed if you have the one of the alphabet flu’s

MAKRO expects grocery sales jump as demand for restocking grows on WFH & travel restriction.

NOBLE sees no impact from 30-day closing of construction sites, firms on Bt10b transfers this year, Bt4-5b worth of ready to move in inventory, and plans 2 new projects worth Bt3.2b in 3Q.

ORI: board approved listing SDH developer subsidiary, Britania (BRI), will use proceed for expand projects, re-payment, working capital.

Comment: Have to hand it to the owner, they’re finding every way possible to not go under.

RJH’s expected to report record high 2Q NP, on rising covid related patients, opens 150 beds field hospital in 2H, while social security patients reach 200K, Tabloid.

Comment: The only real player in Ayutthya. Hence they’ll capture the patient volume there.

TMI developing lighting for indoor plantation, aims to capture fast growing hemp/cannabis producers, will launch products early next year.

TQR in cooperation with BKI and TIP offer insurance coverage for hemp/cannabis plantations.

VIBHA reaffirms record high profit this year as 800 beds for IPD patients 100% occupied, tailwind from advance booking for Moderna vaccine total 250k doses, mulls paying special dividend.

Comment: The CEO knows how to play the game, a month ago he was talking down prospects, canceling moderna bookings and now he’s talking up the share price. Not his first rodeo if you go back to see how he’s spoken over the past 5 years.

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