BJC to open 1st BIGC in Cambodia Poi Pet, with Bt300m investment, target Bt1m sales/day, sees seasonal 4Q to boost revenue growth by 4-5% yoy as planned.

CK signs Bt6.6b Rama 3 expressway contract.

COM7 sees record high quarterly profit in 4Q, +44% yoy, boosting FY19 up 33% to Bt1.18b, helped by strong iPhone 11, Tabloid.

Comment: Boom usual annual trade.

GPSC to refinance Bt10-20b short-term debts by 1Q20, hoping to reduce interest charges down to Bt2b from Bt3b and D/E to 1X from 3.76X, while GLOW will be delisted on December 13.

IVL acquires US PET recycling business, Green Fiber Int’l, in Fontana C.A. capacity 40ktpa.

Comment: Small relative to the overall size of the firm

LPN brings 9 residential projects total 370 units ready to move in inventories worth Bt830m to join government property down payment subsidies campaign for individual earning <Bt100k/month.

Comment: Research has it that they are reducing their margins down to the 20%’s (from 30%) just to clear inventory

PPS expects to win contract extension for project planning for SIA terminal 2 aft current contract expired on November 30, in talk SCC for plant upgrade design, finalized deal early next year

PTG sets Bt1.5b for 3 new gas filling plants with 1K ton capacity, sets 36K tons sales target, mulls 200 new fuel stations, targeting Bt150b revenue next year.

Comment: They are going to continue expanding and expanding. As long as the margins remain around ~1.5 baht things will still look rosy for PTG

STA’s subsidiary, Sri Trang Gloves, submitted IPO filing, target to list on SET early next year.

TU invest in Iceland cod liver production, Aegir Seafood, to support growth for King Oscar canned seafood brand.

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