BBL raised holding in BSL leasing to 90% from 35.88%, will expand leasing, HP, factoring & maintenance lease business.

ECL estimate insurance broker subsidiary, Mighty broker, to capitalize on HP clients on hand, will branch out to non-auto insurance next year.

GFPT sees strong 3Q, a high season for exports, but Covid should hurt overall revenue this year by 10-15%, sets Bt1-1.2b capex for poultry slaughterhouse in Chonburi, CODs next year.

Comment: Wouldn’t be surprised to see great #’s from this co in 2H21

KBANK board approved retirement of unsold 23.932m treasury shares.

RBF seeks to expand low sugar flavor products & extracted supplements from increasing health awareness, reassure the worst is behind as sales returns to normal after affected by lockdown in 2Q, non-core Ibis Styles Chiangmai & Novotel Chumphon beach resort operating by ACCOR to boost 4Q earnings.

Comment: Ignore the hotel portion, doesn’t have an impact on their business and rather minimal on the profits.

STEC pays Bt600m for GULF’s RO, while BBL and ROJNA will decide today.

TPOLY reaffirms solid 3Q from Bt2.4b construction backlog pending to realize and contribution from power subsidiary, 

Comment: Stupidly cheap, but management has yet to show a consistent quarterly profit.

TPCH, capacity 83mw, additional 3 powerplants combined 26mw to cod in 4Q.

Comment: Waiting and waiting and waiting and waiting.

SCB, BBL, KBANK have passed Bank of Thailand’s stress test, while the rest are also expected to pass, as all have solid earnings and high reserves, Tabloid.

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