IVL to buy 9,000 ton p.a. PET recycling plant in Brazil.

Comment: Cookie munster returns!

MCOT mulls lawsuit against NBTC if it fails to reach a resolution on the amount of compensation it would give for the 2600MHz spectrum recall.

Comment: One government group suing another one. Amusing.

OTO anticipates meaningful turnaround this year from surged demand for call center services due to lockdown and social distancing measures, sees value added from chatbot, voicebot & line customer connect services from existing customers, expects growth continue from digital transformation.

Comment: Possible to see the outsourcing continuing.

SPALI records Bt2.3b presales in horizontal housing projects in May, an 100% rise, will launch 16 more worth Bt13b in 2H.

Comment: Spoke with them recently, interesting factoid…# of homes sold per annum in the industry hasn’t changed since 2009, its just a change in market share between players.

VGI sees weak 1Q (ending June 30), but sees recovery in 2H, cuts capex to Bt400m from Bt1b, emphasizing on online media, cutting costs and maintaining liquidity.

Comment: When taking the BTS these day’s you’ll notice that the only ad’s plastered around are from Kerry, a related party. Not sure if/when companies will begin marketing again in such an economic environment.  

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