BTS: Yellow line monorail to begin 30 days trial run from Jun 30.

CPF to invest $2.5b in agriculture tech development in Philippines covering swine, poultry, shrimp and food production, sees potential from growing domestic consumption of meat on the back of rising population.

Comment: This could be a game changer for the country…and gives CPF another country in the region to dominate.

KISS keeps 20-30% revenue growth target, on stronger 2Q, new products and markets.

Comment: They’ve still got to prove that they can compete across every other local and international player in the country.

SAPPE upbeats outlook from robust functional drinks sales abroad, tailwind from weak baht, sets Bt800m capex to up capacity, automate warehouse to improve efficiency and reduce labor costs, target completion by end of year.

Comment: The winner of last year keeps going….I just have no idea how to look at this company..

SPALI keeps Bt36b full year sales target, maintain full year launch plan of 37 residential projects total Bt41b, 2Q earnings to recover on completion of 1 condo project valued at Bt1.4b (100% sold).

SIRI sees 40-50% net profit growth from Bt4.28b yoy, on transfers of high margins luxury project in 2H, and Bt17b 5M23 presales.

TRC seeks advisor for Chaiyabhumi potash project after receiving funds from shareholders, in talks with 2 large banks for Bt30b syndicated loans, with plan to raise Bt20b new capital in 4Q23, to further expand into battery, sodium and solarfarm.

Comment: Is this decade long saga finally going to be resolved?

WPH reassures 2Q turnaround driven by recovery international patients traffic via Ao Nang hospital in Krabi and Trang hospital thanks to surging tourist arrivals.

Comment: Perhaps the last hospital name that’s still under the radar of investors?

  1. Not the 30th June: The month-long trial run of the Yellow Line monorail mass transit system running from Lat Phrao to Samrong will start on Saturday, June 3, 2023, (Source: Matichon newspaper. Probably announced by the MRTA at the Rail Asia Conference at BITEC. Maybe still not true, they have lied too many times about the start date)

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