ASW reported completion of Bt900m low-rise project, Maroon Ratchada 32, kick-off transfer before end of Jul.

DV8 is under SET’s surveillance Level 2 where trading is restricted to 3 auction period only, AM Open, PM Open and PM Close with cash balanced account and no net-settlement. DV8 share price has risen 1,586% YTD, market cap jumped from Bt700m to Bt11.36b in 3 months.

Comment: The PP was done at 10% of current mkt value…this shouldn’t be a surprise…

EA holds a bondholders meeting to consider approving extension of maturity date of two bond tranches, 10am.

Comment: Good luck bondholders, y’all screwed…

FLOYD wins 2 M&E construction contracts from HMPRO & Huawei Technologies (TH) worth Bt302.55m.

ORI closes big-lot major foreign sales deal for The Origin Thonglor World project with Taiwanese-based JLK Holding Group transaction exceeds Bt500m.

Comment: I’m continually impressed by this company being able to survive this long…

PLANB reaffirms solid 2Q from larger OOH media capacity, synergy from Hello LED & adv agency management for VGI & BTS, expects revenue & margin remain healthy as OOH media has different target group vs online adv, upcoming Premier League & FA Cup under collab with JAS-MONO open upside.

Comment: Perhaps the only entity within the BTS investment that could turnaround #’s and pick up again.

STPI upbeats on 2H earnings from revenue recognition from first phase of Monsoon wind project in Laos capacity from 3Q, additional 300mw cod in 4Q, mulls expand 2nd phase 1,000mw over next 3 years, in talks foreign partner to joint invest in 150mw data center, will debut project in 3Q.

Comment: Thought this may have been a O&G capex recovery play, but unless Thailand sees a marked improve in the petrochem spending … who knows.