BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1.

Comment: Curious to see where the share price ends up post recap.

BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high.

Comment: All the big boys work together.

BGRIM to secure 500-1,000MW M&A deals by end of year or early next, boosting overall capacity to 10K MW by 2030, with Bt250-300b capex.

CV: renewable power co, Clover Power, debuts IPO 320m shares at Bt3.9 apiece, UOB leads.

Comment: Small name, small float, but a rubbish pop, a first in a long time.

EP in talks to sell 240MW PP in Bangpoo IE worth Bt3b, potential suitor includes UVBGP, a JV between UV and BGRIM.

JKN acquires home shopping business, High Shopping, from Intouch Media thru subsidiary, to capitalize on in-house production, call center, broadcast license and access thru Saturday channel, cable & digital channels.

MAJOR: Top Gun: Maverick release delayed to next year.

Comment: GOD DAMN IT!

SAPPE launches All Coco coconut cream soup target WFH & health conscious consumers, sees positive feedback aft jointly test market with You&I buffet hotpot, mulls expand overseas market.

Comment: I’ve be positively surprised by management here, they’ve consistently kept themselves in a decent market position and performing well despite the changes in consumer trends over the past decade.

SYNEX firms on 10-15% FY21 revenue growth target above Bt35b after logged Bt17b 1H, expects positive sales momentum 3/4Q on reopen, new products launch, 5G compact devices & holiday season.

TACC extends 7-11 contract for another 3 years, firms on plan to expand into Café business to boost revenue.

TIP: Government Saving Bank (GSB) & KTB purged entire holding total 21.2% of total outstanding on Monday.

Comment: Well that’s interesting. It’s now Dhipaya Group Holdings that is doing a mandatory tender offer for the shares.

WP reaffirms solid turnaround from surged demand for cooking gas on F&B reopen, signed partnership agreement with Itochu Enex to expand solar business.

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