AAI anticipates meaningful turnaround this year on jump start pet foods orders after hit by excess inventory last year, will start delivery for new clients at late 1Q, eyes 15% FY sales growth target. Comment: Everyone is wondering if this is a real turnaround in demand. Or just a little bump. BMA board approved Bt23b […]
Read More →CPANEL reported 6 contracts signed in May to supply precast concrete (4 horizontal, 2 vertical) total Bt263.8m, lifting backlog to Bt1.311b, mulls expand capacity by 25% to 990k sqm. by end of 3Q to expand wider range of products. DMT sees daily avg tollway traffic QTD at 98k trips/d driven by recovery air traffic via […]
Read More →APURE mulls price hike on exports canned sweet corn from higher packaging & transport costs, expects no impact to sales volume as price well below competitors, will begin exports frozen corn & frozen edamame 2H22. CPANEL sets 25% revenue growth target this year, on 3-5% growth in real estate industry, sets to increase precast concrete […]
Read More →ADB ups production capacity of med-grade plastic compounds by 50% to fill demand from healthcare and capture wider margins. AGE target FY22 coal sales volume >6.5m tons, revenue >Bt15b, 3 new business including industrial boiler installation, cargo warehouse & logistic expected to materialize this year, mulls tap in power business. Comment: Coal isn’t finished. CPANEL […]
Read More →EA: to cod Li-Ion battery production plant, capacity 1GWh p.a. on December 12. Comment: A few years delayed but here we go, and now we’ll see if the story plays out. At the end of the day it will depend upon managements ability to maintain the relationship with the Government entities in Thailand to keep […]
Read More →ACG to open 3 new FAST FIT in BKK from late November, to complete total of 6 by end of year, plans promo in 4Q to boost sales, which should be better yoy overall. Comment: Not to be confused with a gym name, Fast Fit is their version of B-Quik/ACT ASIAN to list its subsidiary, […]
Read More →AMA buys 76% stake in TSSK & Auto logistic for Bt578m, sees value additions from road/rail chem transports to its tanker business. Comment: Add another to the logistic names. Though their earnings have been incredibly lumpy over the past 4-5 years. Always looked at is as the logistics/fuel transport arm of PTG. AMATAV reports 52.7 […]
Read More →ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches. Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis. BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes. Comment: I know […]
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