CHEWA approached by AIMIRT to invest in its ready built factories & warehouse in Amata City IE Rayong for Bt500m, expects transaction completed within 3Q following unit holder approval.

GULF sees 35% revenue growth next year to Bt50b on higher revenue recognitions, keeps 10% growth target this year, wraps up one M&A deal oversea and imports Bt65K tons of LNG.

Comment: GULF is somehow near to 5% in INTUCH now.

JWD to sell factories, right of land & warehouse lease in JWD logistic Navanakhon to AIMIRT.

MINT sees no impact from Moody’s downgrade of NH Hotel from B1 to B3.

Comment: At least the rating agencies in Europe are doing their job.

NokScoot will bid farewell to a large number of staff while scaling down operation size amid rumors the airline will permanently exit soon.

Comment: And then there were 3

PTT maintained Bt150b 5 years capex plan, seeks M&A new biz to diversify risk and earnings volatility.

SABINA will book revenue from 80k face mask sales to food producer, Betagro Group, in 2Q, expects corporate sales continue on growing concerns of 2nd wave of pandemic.

Comment: Small impact. Their aim is to expand the GPM through offshoring.

SCI wins power distribution projects from EGAT worth Bt200m, lifts backlog above Bt1.2b.

THG sees weak 2Q after a 30-40% drop in revenue in April, confident of recovery in 3Q.

Comment: And so the hospitals may not be roaring back just yet. If you had to do a pure domestic play, RJH/LPH and to an extent BCH/CHG.

Kerry Express (TH) launches same-day parcel delivery service within BKK area, flat rate no distance charge, VGI is among major shareholder.

Comment: Great story to boost revenues pre IPO filing

WAVE board approved RO 701.92m shares 1:1.5 at Bt0.7 apiece, also issue warrant, WAVE-W2, 2:1 for existing holders.

Comment: Another recap

WHA may book windfall in 4Q from selling assets to WHART and HREIT, to open Rayong 36 IE, the 12th, in 2H.

WHAUP sees positive momentum into 2H from healthy demand for water service, expects electricity-gen capacity in terms of shareholding equity exceed 600mw target by end of year from current 597mw.

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