LH Group could be the one to decide fate of JAS’s broadband (TTTBB) spin-off to ADVANC as the group is the 2nd largest unit holder of JASIF, 616.08m units or 7.7% of total outstanding.

Comment: Haven’t looked into this, though I wouldn’t see why LH wouldn’t vote for this change.

NRF to cod 1st phase of pet food & snacks production plant capacity 1.8k tons p.a. in Ratchburi province in 4Q, target Bt200m contribution this year & >Bt500m in FY23, mulls up capacity to 5ktpa (phase 2) by eo-FY23

Comment: If they can pull this off as ASIAN did, then pay attention.

TOP expects global oil price to continue to decline this week to US$84-94 amid growing concerns over a global econ recession, but the decrease won’t result in lower domestic diesel price.

Comment: Why not? Its already heavily subsidised. And just wait for a scary round of oil price highs next year. Why am I still bullish oil…where’s the new supply coming? Unless the US politicians change their tack and allow O&G investments to return I don’t see any major new supply of oil coming online, and wind/solar is not going to replace this.

TRU sees solid 2Q earnings growth on recovering auto biz and reopening, boosting demand for auto and parts, sees >25% revenue growth this year on OEM in EV-Tuktuk and EV-Minibus, mulls partner in EV development.

Comment: Hahahahaha, ev-tuktuk’s….well, at least Thailand can be the first mover in something automotive finally…

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