AWC inked deal with Marriott International to expand 4 hotels total 1,638 rooms including Ritz-Carlton Reserve, Autograph Collection, JW Marriott Marquis.

Comment: And watch them continue to sell assets from the private co to the public co.

BGRIM’s expected to wrap up 2,700MW LNG to Power deal in Vietnam by early next year following earlier deal with Petro Vietnam for 3,000MW, sets Bt180b capex to boost overall to 7,200MW by 2025.

Comment: There we go. 

CPALL’s granted 30 years franchisee from 7-11 to expand convenience stores in Laos with clause to extend contract 2 more times, 20 years each.

Comment: So in a decade from now, they will have fully conquered Thailand, strong in Cambodia and probably will have conquered Laos. What is this network worth?

GULF board gave nod to increase holding in INTUCH from 7.99% to 10%.

Comment: A change in majority ownership coming to INTUCH in the future?

INOX: Posco cuts holding by 4.7124% to 79.5777% of total outstanding on Thursday (Aug27), SEC filing.

MEGA firms on 5% full year revenue growth target, driven by strong domestic & oversea sales, sees demand for health supplement products from Indonesia & Africa grows.

PTT plans 10 days shutdown of Thailand-Malaysia (JDA-A18) field’s pipeline Aug 29-Sept 7, fuels reserve covered for 1,476mw Jana powerplants, Provincial Electricity Auth.

SKR: VIBHA raised holding by 0.4001% to 15.0424% of total outstanding on Thursday (Aug27), SEC filing.

THANI upbeats loan growth outlook from healthy demand for commercial vehicles to fill demand for fast growing logistic business, low COF boost margins.

Comment: Post re-cap they’re in a better spot. Note that recaps were always more of a risk for THANI vs ASK due to the higher leverage ratio. But post recap watch for their #’s look better than ASK. 

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