BCP: SSO raised holding by 0.0392% to 15.0103% on Aug 2, SEC filing.

Comment: Good I sold to them, thank you.

CIMBT: sees mortgage demand for resales property and NPA increase as high new house price and tight purchasing power boost demand.

EA: expects to report stellar 2Q from delivery of 600 E-Bus, commercial EV (MINE E-truck) to be growth driver in 2H, tabloid.

III: announced buyback up to 25m shares (3.1% of paid-up) under Bt300m budget, starts from Aug 15,23 till Feb 14,24.

Comment: Well that’s interesting, I still think there’s a lot of unlocked value in this company, it’s a question of when/how the company and then the market will realise it.

PTTEP: revised up 2H O&G sales target to 480k boepd driven by output from Erawan field, maintain 70-75% EBITDA margin target in 3Q, Mozambique LNG Area 1 to resume operation in 4Q.

Comment: Hello yummy higher oil prices. Note as I’ve written before I don’t think we’ll see the highs in oil until 1H24…

SIRI: reported 7M23 presales at Bt27b account for 50% of Bt55b full year target, will kick-off transfer 3 residential projects total Bt3.1b in 2H, firms on Bt41b full year revenue target after secured Bt29.7b at end of Jul.