CPN’s Bt6.2b 160k sq.m. mall projects, Central Ayudhaya, on track to cod on Nov 30, SF share purchase now exceeded 96% expects to complete by end of year.

Comment: Cookie Munster of Retail nom nom nom

MINT sees recovery next year, on better prospect of tourism industry, sets Bt6,500m capex.

SEAFCO reaffirms 4Q turnaround on resumption of construction projects, recognition of foundation work projects for Central Embassy mall phase 2 started from September, expects positive momentum continued next year from upcoming purple line extension MRT and Orange line projects.

Comment: Yay more shopping malls! Though as you can see SEAFCO wins projects with both public and private customers regardless of the economic situation.

TPIPP upbeats 4Q earnings from contribution of C19 hazardous waste incineration after granted license in Oct, expects Bt30m-40m revenue generating per quarter, expects higher RDF fuel sales volume on high coal price, aims to secure additional 120mw PPA next year.

Comment: The underrated play in the industry due to the image of the major shareholder.

TRUE may return to profit next year, on econ recovery, boosting 5G customers to >4m, declines to comment on report acquisition of DTAC.TRUE’s F&B unit, True Lifestyle Retail, mulls selling IPO on SET, aims to use proceed to expand True Coffee café, Paul Bakery & Gontran Cherrier, up production capacity of ready to drink coffee (TrueCoffee Cup) & True Vitamin Water to distribute via 7-11, Lotus, Makro nationwide.

Comment: Well that’s one way of raising capital to prevent an upcoming equity recap.

TVD invests Bt15m in Food Ordery co, developer & service provider of “eatHUB” food delivery platform.

VCOM expects big jump next year from strong demand for IT solution, data storage, networking & cyber security especially from Cambodia finance institution, contribution from selling of Oracle, Crowdstrike, PureStorage, Informatica, Splunk & Hitachi.

Comment: According to fellow investors when I ask them re vcom versus BE8 & BBIK is that it appears to be “a new economy business run by a bunch of dinosaurs with too much hierarchy.” To which I could only reply “isn’t that just like SCB?”

UNIQ secures one section worth Bt1,865m of M82 motorway contract, ITD also got one worth Bt1,868m, contracts to be signed by end of year.

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