CAZ reported 4 EPC contracts signed total Bt798.43m.

DELTA setups overseas unit, Delta Electronics Philippines (DEP), to distribute power management products, automations & data center & network equipment.

Comment: We can laugh at the impact of DELTA has on the thai market, but they have grown their profits by 3x over the past 4 years.

EGCO sets Bt30b for M&A, to wrap up 3 deals (2 US & 1 Asian) combined 1k mw by end of year, contribution from cod of TPN northeastern pipeline network, full year recognition of Nam Turn 1 hydro power plant in Laos and cod of windfarm project in Taiwan to boost growth in 2H.

MOSHI sees growth in 2H vs 1H’s Bt168m net profit, supported by 13 new branches and new sale promo, capitalized on recovering tourism.

Comment: They’ve upgraded their growth targets for FY23.

TTB, BAY, CIMBT, BBL closed branches in Laos, CKP, ALPHAX, TK and other business operators in Laos are vulnerable from currency risk as Laos Kip approaching THB/LK 600 from hyperinflation, Hooninside.

Comment: Laos is bankrupt, well done to that government for picking China as a great partner.

WARRIX’s merchandises sales are expected to pick up on an upcoming national soccer tournament, King’s Cup 49th, from Sept 7-10 in Chiangmai.

Comment: Just wish the shares were cheaper.

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