ASIAN assures hygiene of 2 food plants in Samut Sakhon seaside province, control measures and tracing record applies to every person, banning entry of anyone, until Jan 4, 2021, with exposure to shrimp market since December 1.

Comment: Sure, lets see what happens to the pricing of the food when supply declines as a result of these measures.

BBL is confident of seeing next year loan growth on par with this year, sees 90% of customers in moratorium program returning to servicing debt again.

Comment: 0% loan growth is an amazing target.

CENTEL sees recovery next year, sets Bt4.2b capex for 9 hotels abroad with 2,500 rooms in total, to add food truck and cloud kitchen to allow 24/7 services.

Comment: Naturally, it can only improve, we’re all banking on a 2H21 pick up.

CKP paid Bt2,170m to maintain its 42% stake in LPCL by subscribing to 217.06m share, to be used in developing 1,460MW hydro powerplants in Laos.

SYNEX’s appointed by Nintendo to be sole distributor in Thailand, eyes 12-15% revenue growth next year.

Comment: What’s the total addressable market for this? 100,000 households over the next 1-2 years?

TEAMG signs 0.6mw solar rooftop PPA with Siam Quality Steel under a 10 years contract.

THAI plans to purge 42 aircrafts next year, will put 3 plots of land at near DMK airport up for sales, firms on plan to expand non-aero revenue, may launch 3rd round of early retirement as remained Bt10b cash put lifeline till April 21.

Comment: I saw a lot of parked planes on Friday. Good luck finding a buyer, though all the value is in the engine for aircrafts…

TVO upbeats 4Q earnings from lower costs of soymeal import on strong THB, higher selling price as 70% of sales done thru spot able to ride the trend on tight supply from La Nina in South Africa.

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