BEM expects daily avg FY22 MRT riderships within 300k-400k trips/day, above 200k avg FY21, sees Jul Blue line ridership at 320k trips/day, account for 80% of pre-Covid level while avg tollway traffic stands at 1m trips/day account for 85% of pre-Covid.

Comment: Is the -15% drop due to the number of entities shut down? Or people WFH? I presume a combo. We put up a new job position on local job sites. never seen so many applicants. Compared to 12 months this is an interesting developmentā€¦

CPL said solid growth momentum in 2Q to carry thru rest of the year, boosting revenue growth this year to 20%, helped by weak THB and exports, as demand rises on global reopening, sees continued growth over next 3-5 years on CLMV expansion to become top 5 in ASEAN.

DITTO sees business recovery in 2H, supported by Bt1.3b backlog, eyes Bt5b new projects bidding.

IP upbeats outlook from positive SSSG at Lab Pharmacy, sees Siam Paragon sales jumped 2 fold since reopened, will add 4 branches in 2H, lifting total to 24 by end of year.

Comment: I have difficulty figuring out where this business is going to. Or how it will remain competitive.

IVL keeps Bt600b revenue target this year, +20-25% yoy, sees sustainable demand as 80% of its products are essential goods. Sees solid 2Q on better than expected operations at Oxiteno, mulls further M&A.

Comment: Still the cookie munster of the SET, though I see margins turning lets see.

MTC sees higher loan growth in 2H on higher business activities, firms on 30% new loans, with Bt115b outstanding loan port, 600 branches by end of year, Bt7b bonds.

UTP sees demand for craft paper to remain high in 2H, driving capacity in 3Q to 67K tons or Bt1,475m, firms on Bt5.7-5.8b revenue target this year.

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