BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted.

Comment: Not sure why we still need these flu shots…

BEC mulls expand in-house studio to boost contents production, reduce costs and save time, sees growth from drama series sales to overseas and digital platform channel.

CPALL upbeat 2H earnings from positive SSSG at 7-11, maintaining 700 annual branches opening target, sees sales via delivery +10% yoy on avg/branch.

Comment: After 2 rubbish years and tourists returning its only natural that CPALL’s SSSG will start to look positive, now the question is what about that USD debt on MAKRO’s b/s

GPSC anticipates 2H turnaround from full capacity utilization of Glow Energy Phase 5 after hurt by unplanned shutdown last year, higher Ft rate from electricity sell September-December at Bt0.9343/ KWh (+Bt 0.6866), contribution from XPCL hydro power plants in Laos on high season to boost earnings, SPP replacement projects to cod in October & December this year.

GULF in MOU with ADVANC to install solar at base stations and towers, target 30K within 3-5 years, with 100MW total capacity.

Comment: I mean – really? Are they just trying to figure out ways to squeeze money out of AIS to pump GULF’s #s?

PIMO sees YTD avg industrial motors sales volume topped 120k/month, allots Bt25m to up production capacity by 30%, firms on Bt1.2b FY sales target, mulls expand from industrial motors to EV motors to boost growth.

Comment: Doing far better than people expected, EV bikes will work in the big cities, cars meh…

SCM sets Bt1b loan growth target by 2024, capitalize on >160K members, to expand 2nd hand car, care title deeds, and nano finance loans.

Comment: So a supplement company is expanding into car loans. Ok!?!?

SENA’s planned transfers of 2 condo projects worth Bt7.5b in 3Q to boost momentum, keeps 10 new launch plans in 2H worth Bt5.866b, boosting presales this year to Bt13.98b.

TQM: co., name changed to TQM Alpha, ticker remained unchanged, effective tomorrow.

TRUBB begins to harvest 12 acres hemp farm in Chiangmai (6,200 plants), currently testing CBD extract 18%, expects to realize earnings from October, target FY22 revenue growth >40% above Bt14b.

TRUE, via its wholly owned unit, True Incube, takes 68.28% stake in SeekOne, a home service platform worth Bt88.78m.

Comment: Merger when? Trading opp #4? News has it that the next NBTC meeting is in Sept and that a decision won’t be made until October.

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