Stocks in the news (bdms, civil, bafs, s, siri, tkn) 05.09.24
BDMS signed MOU with Russia’s largest private healthcare provider, MEDSI, to enhance medical marketing, operations collaboration and medical tourism.
Comment: Thailand is the #1 playground to play a fool and get healthy again.
CIVIL wins project from Highway Dept valued at Bt699.57m.
BAFS keeps 5b ltr FY jet refueling volume, estimate average daily volume exceed 14m ltr/d in 4Q on holiday season, strong contribution from pipeline unit & growth from sustainable aviation fuel (SAF) boost earnings.
Comment: Volumes are still growing, it’s impressive and frankly, unexpected.
S sold 23 acres (56 rais) of industrial land to Taiwanese PCB manufacturer, Unitech PCB (TH), to produce and be export hub of high-density interconnect boards, type of PCB.
Comment: That’s interesting. And this isn’t a small size project…this is massive.
SIRI reported 7M24 residential sales at Bt26.5b, expects transfer no less than Bt11b in 3Q supported by completion of 6 condos project, firms on Bt43b FY transfer target.
Comment: They know how to squeeze a profit from any piece of land…just not always for minority shareholders.
TKN sees higher sale in 2H on higher sale both at home and oversea, firms on 10% revenue growth target with higher GM on better product mix and costs management.
Comment: Not the growth #’s that such a company should be reporting.