ASW reported 3 locations of campus condo sweeping sales of Bt4b, will launch another project nearby Thammasart University Rangsit in 4Q under the Kev project.
PROEN wins 2 underground cable project from Provincial Electricity Authority & Mae Sor Municipality total Bt179.8m.
TASCO cuts FY asphalt sales volume target to 1.2m tons due to feedstock shortage from tight crude supply, investment delay from unsettled government formation.
Comment: Just wait for crude oil prices to crash in 2 years and then TASCO + others will be interesting plays.
TKC sees firm 2H on megatrend business, supported by Bt3.7b, of which 50% to book this year, boosting revenue growth by 20% to Bt3b.
WHA is in talks with 2-3 EV related clients, eyeing >1,000 rais, hoping to boost 3Q land sales to >1,500 rais, to revise land sale target this year to 2,500 from 1,750 earlier, sets Bt6.5b capex for TH-VN business, firms on record high profit this year.
Comment: They are the ones taking the market away from Amata. Though if you remember back in the day WHA(HEMRAJ) & AMATA were selling a combined 5k-6k rai per year.
ZEN anticipates 2H turnaround from positive SSSG, lower food costs HoH, contribution from selling franchise domestic & overseas, mulls adding more branches from 327 outlets eo-2Q to capture traffic on high season.
Comment: I don’t see imported foods/raw materials/fertilizers dropping in price and that will still have a continued impact on