AP

AP sets Bt10b a year from the year 2019-2022 to achieve total revenue of Bt60b in 2022, said CEO.

Comment: What slowdown?

BEAUTY

BEAUTY sees strong 1Q19, sets 20% revenue growth target and >25% net profit margin for FY19, confident of growth in China, after securing deal with Carrot Mall to become major distributor in General Trade including Cross Border-E-commerce.

Comment: Not sure that this Carrot Mall will really drive #s

DOD

DOD’s secured deal with NPPG, producer of packaging products, to become a strategic partner, hoping to cut costs and lead time.

ERW

ERW teams up shopping mall operator, Future Park, to open Hop-Inn budget hotel in 264 acres (660 rais) complex.

Comment: Great for ERW, no cost for the land just equity sharing

HUMAN

HUMAN and SCB Abacus, a unit of SCB, to jointly develop online loan platform to cater for staffs of HUMAN’s HR solution clients.

Comment: This could be a game changer for HUMAN

INTUCH/ADVANC

INTUCH and ADVANC said they have nothing to do with Shinawatra family anymore, focusing on long-term growth and keeping 70% payout.

Comment: Well Shinawatra family members do still work at ADVANC…but yes it is no longer owned by the family, it’s owned by the Singapore Government investment groups

ITD

ITD wins Bt281m contract to build hangar for Royal Thai Airforce.

GUNKUL

GUNKUL mulls bid for 16 floating solar projects for EGAT combined 2,725mw capacity, upbeat FY19 earnings from prospect of Bt30b bidding, expects to gets at least 10-15% this year, Bt4b bidding and Bt3b submarine cable projects to announce winner by end of-1Q.

STEC

STEC target 15-20% revenue growth driven by Bt104b backlog to realize till end of-FY21, expects to secure projects Bt35b-40b infra projects including U-Ta-Pao airport expansion, SIA terminal 2 and 3rd runway projects, Orange line MRT and dual rail projects