CBG: convenience store unit, CJ Express, postpone listing from prior schedule on 2H23 to next 1-2 years, Daily news.

Comment: Ouch, does this imply that upcountry spending is far worse than we know?

EGCO in collaboration with BoCo Rock Windfarm, a unit of Mitsubishi, to produce hydrogen from power plant with 113MW capacity. BoCo’s current capacity is 6,202MW.

FORTH keeps Bt10b full year revenue target, 6k units of Tao Bin Robotic Barista continuously generating Bt6m/d, in talk Pepsi co to joint expand products, target 20k machines.

Comment: You need to sit down and go through both entities to see where the value is held

GIFT: top holder, Surachai Chetchotisak, sold 20m shares @ Bt3.38 on Jul 17.

Comment: Still dumping.

KJL sees solid 2Q on higher orders from economic recovery, growth in EVs and alternative energy market, sets 10-15% avg revenue growth target 2023-27.

PR9 upbeats 3Q earnings from larger international patients traffic from Middle East, higher contribution from W9 Wellness Center, upside from rainy season, maintain 10% full year revenue growth target.

Comment: People are still underestimating the massive benefit that Thailand is receiving as the IVF center in the region.

PROUD launches Bt495m luxury project, VI Ari, only 6 units, starting at Bt82m for a 50-60 sq. wah plot.

SISB sees strong 2Q on higher enrollment, 2H growth to come from opening of new campus in Rayong and Nonthaburi.

Comment: I’m calling it, peak share price. The founder has been profiled in Forbes.

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