BAM sees 2Q turnaround on improved cash collection, eased jitter on NPA sales aft resolved loan rejection issue from fin institution, jv distressed assets management with Government Saving Bank (GSB) supported earnings.

Comment: When the government starts spending => the banks will start lending => these names will take off again.

EPG sets Bt466m capex to revamp plant & R&D new products for ICE & EV, sees improved Aeroklas operation at Australia unit aft setup fitment center to support fleet and OEM sales, seeks to expand mkt shares of packaging unit (EPP) via offering wider coverage bioplastic, F&B paper container, reduce defect rate to improve efficiency, eyes 8-10% FY sales growth target, margin within 30-33% range.

Comment: They just haven’t been able to grow. Perhaps being a derivative of the japanese automobile growth has hurt them given how well Chinese vehicles have done?

MINT to open medical wellness facility at Anantara Layan Phuket Resort in 3Q, offering 3-10 days prog blend of med technical technology, tailored wellness nutrition, and Thai healing traditions.

Comment: Clever – that’s just going straight to their bottom line.

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