BGRIM to sign JV with EGAT today to develop 45mw solar floating projects.

Comment: Cookie munster #3 (1. IVL, 2. GULF) 

BJC: Thai antitrust office sets up committee to evaluate impact of Tesco deal to mitigate risk of monopoly.

Comment: I wonder which group pushed the government to set this up? CP? Central? It’s the first time in my memory that there is news of an anti-trust committee. What about liquor gents?

CRC narrows IPO range between Bt40-43/share, finalize on February 5, listing on February 20.

Comment: 30x+ for a retail player…

GULF paid Bt120m for 35% stake in 540MW Burapha Power Holding from NPS, with construction to start in 2024 and COD in 2027.

LH may report strong 4Q, helped by Bt4b gains from selling assets to LHHOTEL, Tabloid.

MAJOR plans to add 40 screens upcountry this year, upbeat earnings from attractive box-office line up, expects strong ticket sales for Bad Boys 2, premiers on Thursday (Jan 23).

MBK: TCAP raised holding by 1.3188% to 21.2188% of total outstanding, SEC filing

ROBINS: last day trading on Feb 19.

Comment: The end of an era. I remember this name being well brokered post 2010.

SAMART sets this year revenue growth target exceeding 40% to Bt20b, expects to win 60-70% of Bt20b worth of projects it plans to bid, boosting backlog from current Bt9.5b, mulls listing of SAV late March 2020.

Comment: They are just splitting up the revenue across multiple new companies.

TMB analytic sees rising NPLs in straw and plastic bag producers, avoid new loans to sunset business.

Comment: Captain obvious

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