Stocks in the news (centel, epg, ktc, leo, lph, itd) 23.02.24
CENTEL sees 16% growth in bookings in 1Q at 77% OCC, solid momentum boosted by Goverment’s Maha Songkran Festival in April.
Comment: Tourism is going to continue going to the moon. You don’t realise that Thailand is the future Chinindian capital of the world
EPG sees solid 4Q24 (ending Mar 24) on higher sales in all segments, with 10% revenue growth yoy, sees strong outlook on domestic EV sales.
KTC sets 15% card spending growth target this year, tapping into ppl with >Bt50K monthly income, target 100K new cards and to book Bt155m gain from sale of KTA.
Comment: What they need are customers that DO NOT fully pay back their cards…and there’s plenty of those in this country…
LEO kicks off its logistic and comprehensive warehouse services via its Logicam LEO Cambodia, part of plan to connect with customers and partners in 190 countries.
LPH sets 20-25% revenue growth target this year, on higher patients.
ITD mulls selling its 90% stake in Asia Pacific Potash, which has mining rights in Northeastern TH, seeking $500m, one potential buyer is a Chinese investor.
Comment: Then TRC is the winner. And the royal black panther killer is the loser