BGC anticipates solid turnaround from bottling unit on recovery consumptions post reopening November 1, tailwind from holiday season, mulls diversify to total packaging solutions to balance revenue mixed.

EKH may report 670% jump in 3Q21 profit, boosted by windfall from field hospital and vaccination services for both private and public sectors, while reopening from November 1 should also see demand picking up in obstetrics, which is among its specialty, Tabloid.

Comment: Yes but then its done. They’re going to have to wait for the mainland tourists to return for the IVF business before things pick up again.

EPG sees surging orders for disposable plastic glass & food container ahead of reopen, improved sales on heat insulation for air condition & auto parts from abroad.

FPT’s credit rating raised to A from A-, stable outlook at TRIS rating.

MINT’s F&B unit reports traffic improved 20% yoy after Covid curb eased from September, expects momentum carry thru holiday season.

Comment: The market belongs to the big boys and your favourite independents.

RBF expects to get additional permit for hemp plantation to 600 rai overall early next year, and sees rev of Bt720m – Bt1,800m, based on Bt200K-300K/kg selling price for 3,600-6,000kg productions.

Comment: This is an odd piece of news because even RBF themselves says that there is no real market price at the moment.

ROJNA JV Herb Treasure to expand hemp business, target Bt1b revenue contribution p.a.

Comment: This is confusing, it looks like ROJNA first tried to do an EV project which didn’t materialise and now its Hemp business.

SENA took over 3 condo projects under construction worth Bt2b, rebranded to FLEXI to attract Gen Y & Z.

SPA to reopen 2 spa in Veranda resort Pattaya & Novotel Bangkok from November 1.

TPCH’s 9.5mw waste power plants on track to cod in November, lifts capacity to 116.3mw, additional 10mw to cod 1H22, target 250mw PPA from 150mw community power plants & 100mw waste power plants next year.

Comment: This was a disappointing investment back in the day, the change in government => management not figuring out how to “win” additional projects. They’re too clean for the game in the country.

TTCL wins EPC contract from Idemitsu Green Energy Vietnam total Bt900m, lifts backlog >Bt9.3b.

  1. With regard to Rojana’s JV with the battery company. The actual situation was that the Battery Company were looking for an Industrial Estate Company to JV, providing the land and investing in the factory. What happened was that CP land did a new deal with the EV battery company, providing the land etc on CP Land development. Rojana was already looking at the hemp business before the EV JV and always has a number of other JVs either operational or in development.

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