LEO sees growth momentum in 2H on rising demand entering high seasonal for imports-exports, while global shopping sales by giant e-commerce in China, 2nd self-storage in Yaowarat, and 2nd container yard all to help contribute and sees 30-35% revenue growth this year.

MINT sees resorts & hotels operation in Maldives and EU already surpassed pre-Covid level, margin is expected to recover after revamped menu to improve inventory management, larger contribution from MICE, accelerating international arrival on holiday season and active domestic travelers bodes well for earnings recovery.

Comment: Well there you go, and now NH Hotel equity sale?

PROUD expects to erase Bt370m retained loss in 3Q, Bt1.5b out of Bt3.38b backlog from 238 units Intercontinental Residence Hua-Hin to transfer by end of September, pre-sales from 364 units upmarket projects (Vehha) to carry positive earnings momentum, will launch 2 hi-end projects in BKK next year.

Comment: For how many more years are we going to read about this resi project being sold?

PROEN issued contract termination & requested for cancellation of digital asset investment in KUB coin with Bitkub Blockchain Tech, no longer required to purchase 250k KUB coins from Bitkub in the amount not exceed Bt72.94m.

TGE: renewable power co., Thachang Green Energy, debut IPO 600m shares at Bt2 apiece, KGI leads.

Comment: No pump, useless sector.

THCOM announced strategic partnership with US-based Orbital Insight, enable Thaicom to deliver data insight & intelligence services via multiple sources such as sat images, anonymized location data, vessel auto identification, IoT & AI, expects interest from government & private sector from data-driven tech.

Comment: Now this could be interesting to see how THCOM shifts business model

WHAUP wins 7.7mw solar carpark projects for Ford Motor (TH) total Bt235m.

Comment: I do wonder that with the electricity costs increasing in the country are we going to see more companies decide to generate their own electricity? It’s amusing…Thailand’s push towards renewables (with those massive adders) being part of the electricity portfolio led to higher prices leads to companies having to find their own solutions.

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