Stocks in the news (acg, ckp, ecl, kwm, super) 19.07.21
ACG anticipates recovery sales 3Q from debut of All new Civic Gen 11, will add 6 branches of Fast Fit auto services by end of year.
CKP may report a record Bt931m 2Q21 NP, as higher water flows in Xayaburi Dam boosted capacity, sees momentum into 3Q.
ECL expects positive 2H loans momentum from hire-purchase partner for AUCT as repossessed vehicles traffic at auction yard grows.
KWM sees 40% revenue growth this year on liberalization of hemp, as its machinery can cater for all type of extractions.
Comment: All these hemp plans have been delayed because of covid. KWM is a suppler of the machinery, what’s more valuable, the pick n shovel? The lab? The distribution? The B2C?
SUPER sees solid recovery in 2Q on planned COD of 221MW wind PP in Vietnam this October, in talks to install 2-3 solar rooftop projects, boosting capacity from current 10-15MW.