EPG sets Bt14b revenue target this year, on aggressive expansion in contraction mats and packaging, while focusing on cost control to maintain margin, sets Bt483m capex.

OR in collab with RCL in developing biodiesel for shipping fleet, aiming to reduce carbon footprint.

SPALI keeps plan for 36 new projects, after recovering from quake, with windfall from lower raw mats costs, sees qoq growth in 2Q, firms on Bt32b presales, Bt30b transfers, continues to accumulate backlog and share buyback.

Comment: It’s just impressive what they are able to continue doing despite the macro backdrop. Surprised that lower raw mat costs is what the company is expecting given that SCC and others increased cement prices by +20% this year.

TFG sees elevated meat prices to sustain til end of year, due to outbreak, while improved selling price and lower feed mill costs to boost margin.

Comment: Vietnam and Thailand pork prices still high, but the rate of change is … ?