CK wins Bt1.078b expressway maintenance contract from BEM.

CHO sees solid 2Q, supported by Bt1,496m backlog, on track for M&A in the US, Eon Reality Inc, an operator in Metaverse, as part of CHO Tech Riders 2030 plan.

COM7’s appointed a service and solutions distributor for Alibaba Cloud for integrate cloud services in Thailand.

III expects record high revenue this year, +30% yoy from Bt3b yoy, driven by strong freight forwarding business, contribution from newly launched road-rail logistic (Ladkrabang-Ratchburi), forms venture with partner (Sitthi) to expand cargo warehouse and logistic services in Laos to capture traffic from high-speed train Laos-China, target cod by end of year.

Comment: Plus they have an IPO coming this year, q mark we have is whether or not they’ve hit peak earnings for the next 2-3 years.

NER expects windfall from relocation of Bridgestone Aircraft Tire Co.Asia (BAA) from HK to TH on plan to improve raw mat sourcing & production efficiency, sees more tire manufacturers shifting base closer to high grade rubber smoke sheet (RSS 1&2).

Comment: No impact.

PTG sees 1H22 fuel sales vol reached 90% of pre-Covid, non-oil revenue above pre-pandemic, expects positive momentum carry thru 2H from domestic travel stimulus, holiday season in 4Q, mulls tapping in biofuel & cooking oil to diversify earnings, reaffirms solid turnaround this year.

Comment: And that’s what I’m looking for in PTG, non-oil revenues need to keep getting larger, it’ll be the perfect trade when 1) Oil prices crash and 2) Non-oil continues increasing.

RICHY in collab with VIBHA to open wellness and anti-aging care at the Rich Ploenchit-Nana later this year.

SAT to branch out from auto parts business to commercial EV business, expects to finalize plan by end of year

      • i bought at 64 and have not sold. cpall should be recovering. hot summer. tourist return. my dauhters favorite restaurant…:). Makro is always full of people.

        • 50% of makro’s debt is in USD
          CPALL has 300 bn in debt on the b/s, fcff ~15-20 bn pa, equity worthless unless 1) Cap raise in one of the entities 2) Chinese tourists were incredibly important to 7-11, it’s one of the few businesses where there was no zero-dollar tour risk.

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