Total Logistic (ETL), on SET instead of MAI to accommodate future growth.

Comment: The market’s in a pumping mode.

JMT said 1st two months of 3Q operations were on track, firms on 30% revenue growth target this year.

Comment: There is zero issue for JMT to get NPLs, there are only 2 questions 1) Cost of funding 2) Price they are paying for the NPLs

PTTEP’s acquired 33.3% stake in Block G12/48 in the Gulf of TH from Total Energies. PTTEP’s unit PTTEP International, the operator, will hold 100% in the gas and condensate producing block.

Comment: I see moves are being made in the “GULF”…

RATCH reaffirms 2H turnaround from recognition of recently acquired 36.26% of 2,045mw pp in Indonesia and 65% in pp maintenance biz (IPM Asia), 297mw windfarm in VN on track to cod by endo f year, eyes M&A to boost inorganic growth.

SAK expects positive loan growth qoq driven by demand for credit on cropping season, maintain Bt1.7b FY new loan target, NPL 2.5%, Bt12b loan book by end of year.

Comment: Agri prices are booming, there are xyz reasons for it, but when you shut down the world => no demand for agri => bankrupt farmers => reduced supply => reopen => stupid questions arise such as “why are prices so high?”

SISB reported 4,070 students admission for new semester, exceeded 3.7k FY t/g, firms on 30% FY revenue growth target.

Comment: Perhaps one day when a government in Thailand decides to focus on improving their education system there won’t be a demand for average international schools. But pigs still can’t fly and thus “schools” such as SISB will continue to mint it.

SUPER in talks with Indonesia and Malaysian partners to supply electricity to SG under ASEAN Power Grid with solar hybrid tech, to COD 30mw Vietnam windfarm later this year, boosting capacity to 1,652.32mw.

WICE upbeats 2H outlook on logistic high season, contribution frm supply chain solutions onsite warehouse mgt contrct, will back revenue from 30k sq.m. w/h mgt for Goodyear (TH) from 2H, mulls listing cross-border transport subsidiary, Euroasia


Mobile retailers are expected to register positive SSSG and higher margin in 4Q from handset & accessories sales following launched of iPhone 15 on Sept 12, positive COM7, JAYMART, SYNEX, CPW, SPVI, Mitihoon.

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