CPALL to sell tix of TH Moto GP event, OR Thailand GP, via 7-11 nationwide and, free practice from September 30, race day October 2.

ERW expects FY22 OCC at budget hotel unit (Hop-Inn) >70%, non Hop-Inn >60%, RevPar +60% yoy, Hop Inn Bangna to open in October, Thonburi station near Icon siam & On nuch in November.

Comment: And you thought tourism wouldn’t come back so quickly, Yes there are no chinese tourists, but for the listed co’s they were only 10-15% of rev.

III sets 30-40% revenue growth target, sees strong 2H on transport and logistics, mulls listing of Asia Network International next year.

Comment: That’s a postponement from this year for the IPO

IRPC mulls wrapping up M&A deal in plastic segment 2H, firms on profitability this year, despite maintenance shutdown at its refinery.

JAS may use proceed from 3BB stake sales to ADVANC to increase its stake in JTS from current 50.91% to 60-70% level, Tabloid.

Comment: Well that’s one news rumour to pump the share price, given that JTS is going to the worlds largest bitcoin miner – well…why not?

SIRI wrapped up sale of Bt6b Narasiri Krungthep-kreetha in one month, boosting presales to Bt30.5b, or almost 90% of Bt35b this year target.

SISB revised revenue growth to >20% from 15-20% earlier, after revising student registration to 3K from 2,750, as Chinese parent churned away from English based international schools.

Comment: This name continues to surprise us. One discussion I’ve had recently is that as Bangkok parents now only have 1 child, all of the spending goes to 1 child as opposed to 2-3-4.

SC keeps Bt22b FY revenue target, 3 condos on track to transfer in 4Q, maintains 17 launch plan, ~Bt26b in 2H, mulls increasing rental property in portfolio to balance revenue mixed.

Comment: And the rumours are that they expanding into the warehouse industry.

TTA’s credit rating raised to BBB+ from BBB, stable outlook at TRIS rating.

UBE reaffirms 15% revenue growth target this year from Bt6.97b, on solid ethanol business, 50K tons organic casava starch and 20K tons flour sales.

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