IVL: expects big jump this year from recovery demand for PET on improving consumption, strong demand for technical fibers for PPE, med supplies and auto parts, stock gains boost earnings.

Comment: Where’s the next M&A for this cookie munsterrrrrrrrrrrrrrrrrrrrr?!

ORI: reaffirms solid turnaround 1Q from completion of 2 condos and transfer of ready to move in projects, expects positive momentum carry thru 2H from completion of upscale projects, Park Phayathai, schedule to transfer from 3Q.

Comment: I’m constantly impressed by their ability to not go bankrupt.

TMB: mulls spinning off leasing and hire purchase units to boost flexibility of Bt400b portfolio.

WHA: sees recovery warehouse booking as e-commerce boom.

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