EGCO sets Bt30b capex for oversea expansion next year, target to add 1,000MW.

NER sees strong 3Q from higher orders, on track to meet Bt30b sales target this year.

Comment: Still an oddly “cheap” rubber player.

SHR: cod 80 villas resort, SO/Maldives, 3rd property on the island.

Comment: I call this the best recovery play in the hotel space for the next 6 months.

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