BCP adds CRC’s mini mart brand, TOP’s, in retail stations, add more Inthanin café to boost non-oil revenue.

JKN board approved to move JKN listing from MAI to SET, will seek SET approval.

GUNKUL upbeats 2H earnings from EPC solar projects and contribution from wind & solar power port, 30mw Kenyir solar & 40mw in Terengganuan Malaysia on track to cod in 4Q, will wrap up Vietnam solar deal by end of 3Q.

ORI expects growth momentum remained strong in 2H from transfer of 12 residential projects total Bt17.1b, will launch 14 projects worth Bt16.7b before end of year.

Comment: Launching projects to raise cash to fund other projects?

PTG target 2H20 gasoline sales volume growth within 8-12% yoy as business activities gradually return to normal in 2H, firms on plan to add 50-100 stations to reach 2,100 outlets, will revamp additional 100 stations to 700 outlets end of year to boost non-oil revenue.

Comment: Margins margins margins and volume growth was ahead of the industry. Though watch the 4Q and see if the palm oil complex actually kicks in some bottom line growth.

TASCO sees strong asphalt sales volume in 3Q on seasonal, expects domestic demand remained strong as government budget spending accelerate ahead of new fiscal year FY21 kick-off October, firms on 1.9m tons sales volume target, will book insurance claims from fire incident in 3&4Q.

Comment: Margins margins margins that’s all that matters for TASCO. 

  1. Pon, has Demco even been receiving dividends from Aeolus HB1 & 2 recently? Seems very quiet sibce the patches up the foundations last year.

    Xavi

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