MAKRO: seek holders approval to recover Lotus Thailand & Malaysia assets transfer upcoming virtual EGM October 12, expects transaction completed within October 25, mulls sell PO to boost free float >15% from current 7% to qualify for SET50.
Comment: Just imagine this does a DELTA. And yes recovery in business etc etc.
MBK: issues free warrant (MBK-W3) total 73.31m units for existing holders at 25:1, XW October 27.
NETBAY: local fund, BBLAM, cuts holding by 0.5685% to 14.4361% of total outstanding on Monday.
RJH: THG raised holding by 2% to 5.0735% of total outstanding on Monday.
Comment: RJH’s strength is it’s effective monopoly at Ayudhya and capturing the industrial estate clientele.
SIRI: logged Bt25.5b sales 9M21, account for 82% of Bt31b full year target, 9M transfer came Bt23.7b account for 76% of Bt31b target, maintained launch plan 7 projects total Bt5b in 4Q.
WHAUP: sees 9M21 water sales +27% yoy, expects positive momentum carry thru next year from improving business activities, firms on plan to cod 9 solar roof projects total 10.9mw before end of year, maintained 25% FY21 revenue growth target.