BGRIM signs Bt5.67b green loan with ADB to invest 257mw solar projects in Vietnam.

Comment: This group is doing a great job getting capital and projects all over the region. 

BTS: admin court issue an injunction to MRTA over changes made to the ToR of Bt142.7b orange line MRT after bidders purchased envelopes, maintaining evaluation criteria 100% base on bidder’s tech proposal, drops 30% tech & 70% price proposal. MRTA has right to appeal within 30 days.

Comment: A positive for BTS as it appears that BEM were magically “favourited” for the Orange Line

PTG buys 6.5m shares of retails auto-related franchise stores, Siam Autobacs, from SAM Autobacs, lifts total to 76.52% from 38.26% prior.

Comment: And they’ll keep growing.

SINGER sees 200% growth in 3Q profit after boosting sales team to 1,800 from 1,300, solid growth momentum in electrical appliance sales/leasing and car title loans business, targeting Bt5.8b overall lending port, a 61% growth from Bt3.6b yoy.

Comment: Just take a step back and imagine they achieve the same port size and valuation as MTC and SAWAD.

TCMC: major holder, Taya Teepsuwan, purged entire holding 6.5831% of total outstanding last Friday (Oct 16), SEC filing.

Comment: What should’ve been a good company, mismanaged due to average management and naturally c-19

UTP eyes exports sales to China, Vietnam and Taiwan, expects demand for paper packaging surge 4Q from e-commerce & increase traffic during holiday season.

XO sees positive advance order for seasoning, sauce, curry paste and spices, absence of locally transmitted Covid cases boost foreign clients confidence.

    • That’s an open question.
      Government led re IPP’s and SPP’s that drives the sector
      BGRIM – pricing in a helluva lot of the future growth.

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