BCP: SSO raised holding by 0.1067% to 15.093% on Jul 10.

Comment: Great time to exit.

BH firms on double digit revenue growth target, supported by high seasonal 3Q, sets Bt4.3b capex for 150 beds Phuket’s boutique hospital to cod in 2025.

ERW sees 3Q OCC ex-Hop Inn steady from 2Q at 80%, ADR higher yoy despite low season thanks to robust traffic via property in BKK & Pattaya.

Comment: All the hotel players have experienced a drop in share prices due to politics, after 2 decades in this market…you’ll learn to not care…

KIAT signed a 3 years chemical transport contract for AGC Vinythai valued at Bt480m, expects to win additional 2 contracts by end of year, 2 bidding to mulls adding EV fleets to accommodate demand, benefit from carbon credit.

KTC said still on track to meeting revenue growth target, despite a small rise in NPL level, yet within expectation and manageable, should reflect in 2Q result on Jul 21.

Comment: Block done last night, NPLs increasing, higher cost of funding etc etc.

MJD launches Mayfield luxury brand with 3 new luxury projects worth Bt4b, in outskirt BKK. 1H presales at Bt1.5b, Bt3b backlog, with ½ to be booked this year, firms on Bt7b presales and Bt5b revenue this year.

Comment: One of those property companies that should never have listed…

RCL has expanded into African market, from mostly Asian earlier, while starting reefer container segment. Have just received 2 pre-owned vessels, 1,900 and 1,700 TEU, in 2Q.

SAPPE mulls revising up full year revenue growth target from current 25% yoy from better than expected growth from overseas drinks sales led by Philippines, South Korea, Indonesia & EU market, collaborating partner to penetrate Malaysia market.

Comment: Aarghhh…still keeps going…

TFG maintains 15% full year revenue growth target driven by strong momentum on poultry exports, bottomout swine price, growth from retail food unit (Thaifoods Fresh Market), target 400 outlets by end of year from current 260 stores.

Comment: I am curious to see how well their fresh market food unit is performing, 400 is becoming serious scale.

TMI CODs 3rd bio power plant in Supanburi, boosting total capacity to 5.4MW.