CBG: reaffirms 20% revenue growth target supported by strong functional drinks sales, improved exports volume to China, will launch CBD mixed drinks in 4Q.

Comment: I’m still surprised by their exports to China. Magical figures?

ORI: roll out 9/9 double day campaign, special discount on 21 condos projects, aims to boost sales on low season.

Comment: Don’t look at ORI as a developer anymore, they’ve shifted their business model.

SENA: cuts FY21 transfer target to Bt 6.9b from Bt 10b, slash sales to Bt 7.11b from Bt 11b, scale back launch plan to 14 projects from Bt 10.56b vs 18 projects total Bt 16.76b prior, expects earnings bottom out this year.

Comment: Well, that took time before the company officially reduced their transfer targets for the year. All pure prop developers will be doing the same, but then in 2 months, people will be talking about 2022 forecasts.

SPRC: sees 2H21 fuel demand +5-6m bbl/d HoH on easing travel restrictions, no plan on major investment in near term.

UBIS: major holder, Nant Kitayanutjul, to tender remaining 110.74m shares at Bt 7 apiece (2.7% discount from previous close at Bt 7.2) from September 8 until October 14, not for delisting.

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