EPG’s board approved acquisition in AU aftermarket parts manufacturer, 4 Way Suspension Products, for AUD75m, aims to expand scope of products, increase bargaining power of raw material suppliers, increase distribution channel in AU mkt, benefits from product R&D & costs saving with Aeroklas Australia, transaction to complete by end of June.

Comment: I like the move, it won’t have much of an impact on revenue, but should be beneficial for the cost structure.

RAM: board approved investment 40% stake in Vachara Sirivej (Chiangrai Inter Hospital) for Bt241.55m.

Comment: Well telegraphed.

SCC signed MOU with Microsoft to overhaul digital transformation, revamp automate manufacturing & resource planning to improve efficiency, reduce lead time, lower feedstock costs & carbon, revamp logistic platform & inventory management, data analytic & e-commerce.

TTCL wins US$20m (Bt700m) construction contract from Vietnam State Capital Investment Corp & Taisho Pharmaceutical Holding.

Comment: Is TTCL back in the game?

The merger of TRUE and DTAC could reduce GDP growth by between 0.05% and 1.99%, depending on their level of collusion, according to a study by the NBTC.

Comment: But it doesn’t matter because the deal is still going to go ahead.

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