ASIAN sees stronger 2H on recovery in 4 main business, boosting this year revenue to Bt11.2b, with 50% achieved in 1H.

Comment: Just look at their growth in pet food

BEM maintained FY tollway traffic 1.1m trips/day, MRT ridership >300k/day, reopening of Queen Sirikit Conventional Center and cod of One Bangkok Dusit Thani to boost 2H traffic.

CPN sees growth momentum in 2H, to open Centara Korat next month, Marche ThongLor community mall in 4Q, sets Bt120b 5-year capex to expand 37 hotels and 50 prop development.

Comment: This group went into covid with a clean balance sheet and they are just going to conquer

NRF sees positive earnings momentum in 3Q from strong seasoning and recipe mix sales, revenue recognition from pet food unit (Botany Petcare), growth from e-commerce, pet food production capacity upgrade to complete by eo-4Q lifts total to 1k tons/ month from current 400 tons.

Comment: That’s what they said about 2q earnings, no momentum. Lets see for 3Q and again, watch for pet food production, if they can execute like ASIAN.

PR9 revised up FY revenue target to Bt3.9b, +30% yoy from Bt3.5b previous guidance, strong patients traffic on reopen, wider margin from IVF clinic and specialty medical center to boost earnings, will open thyroid clinic by end of Aug.

RML reported 70% of 146 units ultra-lux condo projects under jv Tokyo Tatemono has been sold, transfer accelerate in 4Q.

Comment: New management/shareholders = finally performs?

SABINA: local fund, KSAM, raised holding by 0.0941% to 5.0464% of total outstanding on Tuesday.

Comment: Call this the poor trade, if ladies are trading down.

SICT to sign MOU with Taiwan tech firm to collab in tech and innovations.

TTB sets Bt66b new housing loan target this year, +32% yoy, with Bt38.7b recorded YTD, while overall housing port is Bt310b, vs Bt320-330b this year target.

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