Stocks in the news (bgrim, brr, ea, ecl, gpi, kbank, noble, qtc, sabuy, sc, winner) 19.01.22
BGRIM to import 650K tons of LNG via its right to PTT’s terminal under an 8-year contract, to supply SPP replacement.
BRR target 30% FY22 revenue growth driven by higher sugar sales volume yoy, sugarcane ecoware packaging & utility sales, will expand RDF fuel business this year.
EA sets 20% revenue growth target this year, on big jump in EV business to 25-30% of overall, mulls EUR900m CB in 1H22.
Comment: Would just be a return to 2020 levels..but ok let’s see, if you’re been reading
ECL anticipates FY22 turnaround from improved assets quality, shifts focus to fleet sales, B2B segment, title loan business to cod in 1Q, target 30% loan growth this year.
GPI reports 95% exhibition space of 43rd Bangkok International Motor Show Mar 23- April 3 occupied, reaffirms big jump this year.
KBANK mulls jv with Binance to set up a digital exchange, after GULF signed an MOU with Binance a few days ago.
Comment: Woooooooooooooooo
NOBLE target 18 launch plan FY22, worth Bt28b, Bt13b transfers, will launch 5 condos total Bt15b 1Q22, eyes Bt28b FY22 sales target.
Comment: I just don’t understand their plans. Perhaps they see a market opportunity in the condo space…
QTC upbeats FY22 outlook from surging demand for solar panel & transformer sales as corporate shifts to renewable power to curb costs, 4 EV charging stations on track to cod 1Q22, firms on 10% revenue growth target.
SABUY mulls tech partnership with Binance, mulls issuing a digital token by this year.
Comment: KBANK or GULF or SABUY? These rumours/news are becoming amusing. But does it matter? Stock up.
SC plans 27 new launches worth Bt38.9b this year, after recording a new high of Bt21,819m in presales last year, +31% yoy.
Comment: They’ve done a great job taking SDH market share away from SIRI.
WINNER sees positive sales momentum 4Q21/1Q22 as demand for ingredients, frozen & chilled foods, snack & candy grows on WFH scheme, will start to realize earnings from hemp subsidiary, Winner Agro Innovation this year.