BCPG sees growth momentum into 3Q on seasonal, sets Bt40b 5-year capex.

ICN’s firm on 10-20% revenue growth with 10% net profit growth, supported by Bt1,962m backlog, eyes 3-4 new contracts worth Bt1b.

MINT said its franchise is from Sizzler Australia, nothing to do with Sizzler USA which has filed for bankruptcy.

Comment: No impact for MINT, their main issue are naturally the tourism/traveler figures. 

SAWAD sees solid 3Q on rising interest income, fees, and lower provisions, firms on 20% loan growth target, after securing Bt20b soft loan from GSB.

SCGP, a unit of SCC, sets Bt33.50-35.00 price range for 1,127.6m share IPO during September 28 – Oct 7, listing in October.

Comment: Will the story that packaging growth is massive overcome a relatively high valuation?

RML eyes 1 hotel acquisition,  3-4 stars worth Bt1b, by end of year.

Comment: It’s a game a lot of investors are waiting for, all dependent upon when the banks are going to rationalise their loan books.

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