B: debut automated EV at smart warehouse, upbeat outlook from higher productivity, lower energy & labor costs. Comment: The issue with this is that you need SIZE, unless it’s a massive warehouse, there is no scale factor. COM7, DELTA and RATCH are among top candidates to be added into SET50 for 1H23, tabloid. CSS-PG Electric-PMC […]
Read More →It’s earnings seasonnnnnnnnnnnnn, and look, the banks are doing great – it’s wonderful to watch them do the provision/NPL game. Now inflation….if the plc’s are able to increase revenues at the actual inflation rate whereas their labour costs are increasing at “official inflation rates” how much of an increase in margins are we going to […]
Read More →We are now entering the quiet period as it’s earnings season. Notable Transactions Buy(s) THB 105 mn ITEL – Owners son (of ILINK) is buying. A – Now that’s been a while since the owner bought shares. Sell(s) THB 56 mn HMPRO – He’s still selling hmmm….
Read More →