CPAXT mulls revamping fulfilment center to improve sales from omni channel, expand private label & exclusive items to boost margin, sees no impact from TH-C’dia border dispute on co., has only 3 branches in Cambodia (2 in Phnom Penh & 1 in Seam Reap) account for <1% of total rev.

Comment: CPAXT should instead mull revamping their shareholder structure and get back to focusing on their core businesses instead of being used as an entity to pay down CP Group’s debt. Ahhhhh wait, pigs aren’t flying yet. 

GPSC reported disposal of 33.34% holding in operator of 8.63mw waste pp (Eastern Seaboard Clean Energy (ESCE)) to Veolia Environmental Services (TH) for Bt354m, transaction to complete before eoy.

JAS plans to allocate Bt5b compensation from court case won against NT to pay special dividend, invest in new biz, preserve for working cap, expects sport content from English Premier League broadcast right to be next S-Curve as streaming & over-the-top (OTT) media offer cost advantage by bypassing traditional providers, rev sharing from Laos Telecom helps biz expansion w/o requiring huge investment, exploring opportunity in Indon, M’sia and Phil.

Comment: Wow, GULF > The Thai SOE

KTC – Miti Hoon reports, following big lots transactions in June, Vayupak Fund has increased stake in KTC by 1.44% and now ranked #7 from #14 after book closing on Aug 1. Thai NVDR (Foreign holders) has also seen its stake rose from 4.51% (#4) to 9.84% (#2). Other prominent holders include KKP Capital (#4), BBHISL Nominees (#5), and BNP Paribas NY (#11).

Comment: And there you go….we knew where the trades went, it was quite the week to observe, and KKP is going to make bank from this. 

SSP’s 22mw solar pj in JPN (LEO2) on track to cod by eo-3Q, windfarm high season combined with full quarter contribution from newly cod project reinforce 4Q earnings, exploring option to increase holding in 34.5mw Yamaga solar pj in JPN.