AURA sees solid growth in 2H24, on higher margin between domestic and global price, while elevated gold price had more than helped low seasonal in 3Q. Comment: It’s not a true gold play, it’s a gold financing/retail play with low NPLs BTG sees continued momentum in 3Q earnings, on higher swine price and lower animal […]
Read More →AKR reaffirms big jump 4Q from strong transformer sales as demand grow on the back of renewable expansion from corporate, upside from EPC project, Bt700m backlog pending to realize, keeps 15% full year revenue growth target. Comment: This industry, transformers and substation providers are going to make $ if the country continues to go down […]
Read More →ATP30 sees solid growth in 2Q, on lower costs and returning fleet from scheduled maintenances, in talks with 3-4 new EV customers, expecting a fleet of 20-30 EVs. AURA upbeats 2H outlook from surged demand from gold trading, contribution from gold for cash business, expects jewelry sales momentum pick up 4Q on holiday season, keeps […]
Read More →3BB is having liquidity issue and short on rental payment to JASIF, may lead to contract restructuring.Comment: Great quality eh? AIS is buying themselves a great asset… AOT board approves Bt36b 3rd phase development at Donmuang Airport, design to complete in Oct and bidding start in 4Q23, target 40m passenger vs 30m now. AURA targets […]
Read More →AGE upbeats outlook from improved revenue mixed after diversify from coal trading business to logistic and agricultural trade, mulls expand coal sales in VN & Cambodia to meet demand, branch out from coal logistic to other goods such as cement, biomass fuel & agricultural products to utilize existing resources, provide new source of revenue. Comment: […]
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