Stocks in the news (bpp, jubile, nrf, nwr, pttgc, sabuy, spcg) 23.08.21
BPP to recognize revenue from 700MW additional capacity in 2H, while wrapping up few M&A deals, to achieve revenue growth target, on track to reach 5,300MW total capacity by 2025.
JUBILE keeps 10% revenue growth target this year, firms on expansion plan in e-commerce and branches upcountry.
Comment: As long as thai consumers are locked down within the country, they’ll continue to do well.
NRF target FY21 revenue growth >50% yoy above Bt2b, aft logged Bt951m 1H21, 16 acres hemp farm to cod 4Q, will wrap up 3 M&A before end of year, revised up FY22 revenue target to Bt4-5b from Bt3b previous guidance.
Comment: Watch them keep pumping the news until the share price is back to double digits.
NWR wins Chachoengsao bypass projects from Department of Highway total Bt978.7m.
PTTGC’s firm on 8-10% revenue growth target on higher oil and petrochemical price, to launch tender for VNT in 4Q21.
Comment: I’m wondering whether the market is totally undervaluing PTTGC at the moment given its
SABUY in collaboration with 3 private postal service providers, Shipsmile, SHIPPOP, and Quick Service, offering online payment, banking agents and bill payments from 4Q21.
Comment: This company keeps announcing great partnerships throughout the country.
SPCG anticipates EPC solar rooftop +25% yoy from demand for cost saving & improved accessibility from installment plan, firms on Bt5b FY21 revenue target, 500mw solar projects in EEC to cod 1st phase 2Q22.