BA: reported advance booking (May-Dec) +13% yoy, sees 4Q air tix sales +35% yoy while load factor stays above 85% in 2H, firms on 10% FY rev growth t/g.

CK: reaffirms 2Q turnaround supported by higher contribution from 3 main project coupled with higher dividend income from TTW, upbeat 3Q earnings from CKP’s hydro pp on high season, Bt 120b construction backlog provides clear earnings visibility.

JPARK: will wrap up 1 parking lot management contract before end of June, new project total 532 parking slots at Phra Nang Klao hospital on track to cod in Jul.

Comment: Perhaps we shouldn’t look at this w/ a negative eye..still a great business model.

GRAMMY: board approved disposal on 10% of GMM Music (80mshrs) to Tencent Music Entertainment Group total Bt 2.571b via cash & share swap, GMM Music will acquire minority stake in Tencent’s Joox Thailand, mulls spin off GMM Music to expand biz across TH, China and other countries.

Comment: That’s because they are broke…and why Joox? It doesn’t make money here. GRAMMY forgot to change w/ the times.

PTTEP: completed share purchase of 25.5% stake in 1,075mw Seagreen offshore wind farm in Scotland.

Comment: I’d say…oil and gas co’s love this wind bs, why? It keeps the cost of energy high, thus instead of E&P’s have to invest heavily into looking for additional o&g, they can spend 10% of that capex on government funded renewable crap, and then generate a higher return due to high commodity prices on their existing assets and bank the cash.

TPIPL: sees cement demand recover yoy supported by infra expansion and protection from natural diaster, expects margin recover as energy costs drop.