Stocks in the news (asw, bbl, ditto, rjh, wph) 02.01.23
ASW mulls 3 new horizontal projects worth Bt4.1b, via the Honor high-ended brand this year.
Comment: what??? I’m going to have to go through their numbers again, but I thought this propco was on the verge of going under.
Thai NVDR said NVDR holding in BBL has reached 23.23%, vs 25% limit.
Comment: It is cheap. But this is all fund flows..into the region and then Thailand. Nothing company specific.
DITTO to realize >Bt1b revenue from 1st phase zoo, eyes 2nd phase worth >Bt5b, to issue token mid year, backed by mangrove forest carbon credit, with 30 year revenue stream.
Comment: I would like to like this co. But its too politically linked. Then again so was GULF…
RJH forms a team of expert for IVF clinic, starting late 1Q24, mulls expanding new ward with 200 beds.
WPH sees record high revenue in 2024 to Bt1,700m, with strong contributions from 3 Wattanapat hospitals in Samui, Ao-nang and Trang.
Comment: And revenues should be +30% in 2025, as Mr. B said 6 months ago, a no-brainer.