Stocks in the news (bgrim, dtc, hft, seafco, synex, tpsc, tplas) 23.06.21
BGRIM in collaboration with Siemen Energy to develop digital production control process for co-gen PP total 10 projects with 1,294MW capacity.
Comment: They’ll control the power supply in multiple countries, what is that worth?
DTC: ticker change to DUSIT, co., name remained unchanged, effective tomorrow.
Comment: Is this what is driving the share price movement?
HFT sees record high net profit this year, supported by Bt3.2b revenue forecast, after boosting bicycle and motorbike tires productions to 95-100%, with backlog lasting until 2Q22.
SEAFCO plans to bid for foundation week projects in 2H total Bt6b, aims to secure at least 30-35% of projects value, Bt2b backlog from sub-contractor bore-pile projects for Orange/Purple MRT, dual-rail projects & high speed airports link project to provide cushion this year, revamp equipment to reduce labor costs, target full year GPM within 15% range.
Comment: Boom. No matter what the environment, seafco wins projects from either the public or private sector, the only question is the margins from their different customer base.
SYNEX upbeats 2H earnings from healthy demand for tablet/PC, network equipment, IT supplies on e-learning & remote working, contributions from e-doc solutions & cloud billing services via subsidiary (TKS), firms on 40% revenue growth target.
Comment: Interesting moves happening between COM7, NCAP, SYNEX, CHAYO
TPCS: consumer conglomerate, Saha Pathana Inter-Holding (SPI) raised holding by 0.0586% to 20.0293% of total outstanding on June 18 (Friday).
TPLAS adds 6 machines to boost takeaway box production capacity to 31m pieces p.a. from current 12m, target FY21 revenue growth no less than 10%.