ASIMAR wins ship building contract from Royal Thai Navy valued at Bt885m.

Comment: Gov contracts kicking off.

AUCT expects vehicles traffic thru auction yard accelerates as financial institution keen to purge repossessed vehicles by end of year, collab with Bank of Agri (BAAC) to open used car auction to serve bank customers, sees opportunity to tap in end user.

Comment: The next 3 years is secured for AUCT, their only risk is to not kill the second hand mkt prices.

CHEWA forms venture with construction contractor, UWORK 999, to establish built to suit factory developer, Chewa Work Industrial, will launch 1st project in Amata City Rayong Industrial Estates.

Comment: A waste of time for you to consider.

CK signed a Bt2.4b construction contract with BKK Metropolitan Admin (BMA) to build wastewater collection system & treatment facilities for BangkokNoi district.

CMO wins museum construction project for Department of Cultural Promotion valued at Bt143m.

Comment: government contracts kicking off #2.

DMT sees positive earnings momentum in 4Q from improved Donmuang tollway traffic to DMK airport on high season, maintain FY daily average traffic above 110k trips/d.

Comment: Still going to look good until 3Q24

KTB in talks partner to establish distressed assets mgt venture, expects to conclude by end of year.

Comment: Most likely BAM given that its a defacto SOE.

IVL reported 100b PET bottles recycled, able to reduce waste by 2.1m tons, 2.9m tons of greenhouse gases, another milestones since prog started in FY11.

MPIC: co., name changed to Zalekta, ticker changed to ZAA, effective today.

Comment: It just sounds wrong…

SAV: SAMART’s aeronautical radio subsidiary, Samart Aviation Solutions, debuts IPO 64m shares at Bt19 apiece, ASP leads.

Comment: Well this was a flop.

SISB sees >370 new enrollment at two new campus, Nonthaburi and Rayong, seeing rises in rev in 3-4Q on new tuition fees, on track to 4,100 students, and 30% revenue growth target.

Comment: The Forbes front page spread continues to be the peak for the share price.

SHR sees Jul-Aug room rate above >Bt4k/room/night, +17% yoy despite low season, SAii Phi Phi island village and Saii Laguna Phuket to resume operation in 4Q after closed for renovation, keeps Bt10b FY revenue target.

Comment: Oh hello, so these 2 reopening plus the one up at Maldives.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.