BA to resume Samui-Phuket route, from Aug 25, will return 1 lease aircraft this year and 6 in FY22 lower fleet size to 32 from current 39 by end of next year.

Comment: Airlines are (were?) a fantastic reopening play. 

BANPU sees solid 3Q from high gas and coal price, and revenue contribution from El Wind Mui Dinh PP in Vietnam, and to COD Vinh Chau windfarm in Vietnam in 4Q.

Comment: I’ve moved on from this name.

BGRIM sets up 50:50 JV, B.Grim Power LNG JV with PTT Global LNG (PTTGL)to expand LNG sourcing & trading business.

GPSC reaffirms solid 3Q from higher electricity & steam demand from industrial clients, higher contribution from 25% holding in 1,285mw Xayaburi hydro power in Laos as higher rainfall increase water supply, sees no major acquisitions in near term after recent investment.

JWD’s planning to expand cold chain logistics services for e-commerce to facilitate deliveries of fresh food for e-commerce operators, expects segment will grow during the next 2-3 years.

Comment: And a partnership with Thai Post as well.

PDI will book Bt800m from disposal of 13mw JPN solar in 3Q, in talk to sell unused land 720 acres in Tak province for renewable developer & 20 acres land in EEC area, will shift focus to Four Season Hotel at Chaophraya River (FSH) & Capella Bangkok (CPH).

Comment: They’re just using this plc for the hotel biz, great move by the family. (not necessarily for all the minority shareholders…)

PTG expects fuel sales volume bottom out in 3Q, cuts FY21 capex to Bt3.5b from Bt5b, trim stations opening target to 3,030 by end of year from 3,160 previous guidance, will submit filing to list LPG business in 4Q21 & biodiesel business 1H22.

Comment: Necessary cash influx for this group. A lot of their stations are on leased properties that will have to re-leased at far higher rates. But I still love them at the right price + whenever I see an obvious downtrend in oil prices.

TQM completed M&A transactions of True Life Broker & True Extra Broker, expects strong 2H from additional 500k insurance clients, larger market exposure thru online channel.

WHAUP to cod 17mw solar in 2H, will sign 30mw PPA by end of year, lifts total to 90mw, sees upside on water sales from cod of GULF’s 662.5mw GSRC phase 2 in 2H.

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