DTAC’s confident its newly acquired 26GHz (200MHz) is sufficient to cater for its 5G business, mulls commercial services in 2Q20.

Comment: Doesn’t appear to be the case when looking at their share price performance, the market is probably worried about the potential continued loss of customers.

GUNKUL target FY20 revenue growth >20-25% yoy, supported by full year recognition of 34mw JPN solar, higher revenue from 29mw power subsidiary after raised holding to 100% from 67%, Bt3b out of Bt9b EPC backlog to realize this year, upbeat on power engineering from infrastructure expansion. 

SKY reaffirms big jump 1Q20 from recognition of Bt4b backlog, expects tailwind this year from revenue streams from AOT digital platform Bt100m p.a., expects to get additional telco contracts from collaboration with ITEL, will expand smart security & digital platform this year.

Comment: It’s just amazing how this company is doing from out of nowhere in the past few years