COM7 sees record high 4Q, thanked to newly launched iPhone 12, boosting FY20 revenue up 10% yoy, targets 10% growth for next year, sets Bt400m capex for new branches, automation and new business.

Comment: You can buy the new iphone on a 3 year installment plan…..what does that say about consumers’ ability to spend?

GUNKUL’s board approved acquisitions of 50mw solar projects in Vietnam for $39.85m (Bt1.258b).

PSH sets 10-15% revenue growth target for next year, supported by Bt25.6b backlog, of which Bt9b will be transferred next year, while cost cutting and promo of existing stocks to help boost GM back to 35% from 33% during pandemic.

UPA: retail punter, Wichai Wachirapong, raised holding to 12.8327% of total outstanding on Thurs (Nov 26), SEC filing.

Comment: Means he’s the 2nd largest shareholder now.

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