BRR to cod wood pellets fuel for biomass power plant in 3Q, full quarter contribution in 4Q., sees sugar selling price remain strong in 2H from draught impact, Indonesia exports curbs.

Comment: I wonder how long before the news refers to El Nino as a climate change event driven by “fossil fuels” and pollution and plastics and the reason for the upcoming spikes in soft commodity prices? BRR seems to be the cleanest sugar play in the country.

CENTEL signed hotel management agreement with Thai Hospitality Management company, to renovate & rebrand 306 rooms 32 floors hotel in Ratchada area to Centara Ratchada hotel Bangkok, target cod in Dec 24.

Comment: They’re going to dominate the Chinese tourism market in Ratchada (a well-known 2nd Chinatown in bkk for the past decade)

RS to sell 70% of the music catalog of RS Group to Universal Music Group (UMG) for US$45m (Bt1.61b), and will become exclusive music service partner for new release & new music VDO worldwide.

Comment: Shows their music catalog wasn’t worth much…

SPVI upbeats 2H outlook from recovery demand for IT and gadgets on seasonal, upcoming release of iPhone 15 on Sept, positive sales momentum from educational segment.

Comment: Is it timeeeeeeeee? The iSheep trend continues to be strong in this country/world.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.