CCET reported July electronics components sales at US$293k, -0.5% yoy.
EA has no plan to raise capital, as it has over Bt10b in annual cashflows, plans to reduce stake in Laos PP to 40% from current 50% for new partner.
Comment: Lets see if all this investments in EV battery tech works out…I still hold to the viewpoint, that if it doesn’t EA’s share price drops back to the 20s, note they could just acquire other businesses or shift industries to increase the value within the firm…
ESSO plans 33 days maintained shutdown from Sept 7, expects no significant impact to sales as it’s already increased inventory level and products from other sources.
PTT’s retail unit, PTTOR, to add 2k Café Amezon branches nationwide over next 3 years, mull to add espresso capsules & ready-to-drink on production line.
Comment: This IPO is supposedly still on for happening for this year.
SGP acquires 60.98% stake in LPG containers producer, Linh, sees value additions to its existing LPG business, will expand local and oversea market.
TSE : BBLAM, raised holding by 0.5666% to 5.2261% on Thursday (Aug 6), SEC filing.
Comment: Well that’s interesting…government APDP going to work out?
WHA seeks telcos partners to jointly develop network infra, smart grid, IOT, aiming to revamp conventional industrial estates to smart city.
Comment: Well there’s only really AIS that has the balance sheet and drive to do this. True has a drive…but no cash, DTAC just wants post-paid customers
Seagate & Western Digital keep TH as production base for HD & SSD, BKK Biznews.