AUCT expects vehicles traffic recovery in 2H as banks need to auction repossessed cars to purge NPL before end of year.

Comment: The buyers are typically the second hand tents. Do note that even if second hand car prices decline tremendously it does not affect AUCT as their business is fee-based. 

BCPG sees 20% growth in EBITDA on revenue recognition from Laos PP, cuts capex to Bt8-15b and postpones projects to next year.

GL scraps 20% FY20 revenue growth target from current Bt6b loan-book as C19 dampen personal loans demand, sees auto loans and car title loans grow from emergency funding demand during lockdown.

Comment: I still wonder about those loans.

HUMAN maintained 10-15% revenue growth target as corporate pushed for digital transformation following C19, upbeat back-office & resource mgt software sales, will wrap up 1 M&A in 3Q.

Comment: Key person risk? What happens when the CEO goes?

MVP confirmed official schedule for Thai Mobile Expo event July 2-5.

Comment: 5G! I think this will drive things in the same way 4G did. No one realises its at first but then we are all just used to the new services. 

OSP seeks to expand health products portfolio as consumers switched to more active management of their own health.Comment: They are the market leaders, however CBG is trying to come into the space.
SAT sees 30-40% drop in this year revenue on total lockdown during April-May.

Comment: If 2H20 > 1H20, is this price cheap?

SIRI raised presales target this year from Bt29b set earlier to Bt35b, +67% yoy, after recording Bt22b 5M20.

Comment: Wth. No go away, liars. Makes zero sense that they are able to achieve this. 

A government panel is stepping up to help THAI pass any regulatory and contractual hurdles ahead of it is planned debt rehab, Prapas Kong-Ied, director-general of the State Enterprise Policy Office (Sepo).

Comment: An incompetent panel….the creditors will appoint a planner that will run the entire process, the government has nothing to say in this matter.

TQM in talk to buy domestic insurance broker to access client base and expand sales channel, firms on Bt15b FY20 sales target.

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