BAY sees no impact from trouble at Zipmex, as it only holds 1% stake in the co.

Comment: I wonder how much DD went into this investment

BGRIM signed MOU with Laos-gov’t ctrl electricity co, EDF-Gen, to jointly expand hydro, wind, solar & green energy projects in SEA.

Comment: They are just taking over the region. Should the gas situation improve for their imports into TH and the thai gov allow electricity prices to rise, watch for their #s to just rise.

COM7 reaffirms 20% revenue growth target, with online expansion plan to boost 2H rev and upgrade iCare services.

M sees traffic thru QSR >90% of pre-Covid level as dine-in grows on reopening, expects positive SSSG carry thru 4Q on high season, maintaining 35-40% FY sales growth target.

Comment: And they’ve been ahead of every other QSR player in Thailand by incorporating robots as waiters. Great managers.

FTE sets Bt1.2b revenue target next year, eyes Bt400m bid for new projects with 30-40% winning rate, Bt410m of Bt560m backlog to realize this year.

STEC firms on 10% revenue growth target this year, eyes Bt40b bids, boosting backlog to Bt150b by end of year.

Comment: As long as Anutin is in office STEC will keep printing $

STGT established subsidiary in Philippines to support products distribution, expand rubber gloves sales.

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