AUCT sees positive earnings momentum carry thru 2H as finance institution purging repossessed vehicles before end of year, target FY vehicles traffic thru auction yard w/in 200k-250k units.

Comment: Earnings is not going to be an issue for AUCT for the next 2 years.

ERW to open talk with landlord, The Syndicate of Thai Hotels and Tourists Enterprises Limited, a co., under Treasury Dept, Dhanarak Asset Development, to find resolution on land rent extension for Grand Hyatt Erawan BKK after 30 year contract expired in 2021 and renewed on yearly basis since then.

Comment: It’s going to be expensive…

M: local fund, BBLAM, cuts holding by 0.2095% to 4.7949% on Jul 8.

Comment: That’s a bit late to cut thingsM is starting to become attractive at this price…

MINT’s QSR unit, Pizza Company, launches single serve pizza (BiTE) aims to capture dine alone customers.

Comment: I presume this is one way to get a higher GPM. Or is the consumer so dead that they can only afford a slice…

SYNEX upbeat outlook from surged demand for IT hardware replacement for AI compatible, Apple Intelligence – PC AI fuel growth, target FY revenue growth no less than 10%.

Comment: Oh this game is back? + the digital wallet story?

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