BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
Read More →ADVICE sees recovery in IT business despite delay in Windows 12 launches to mid-2025, see 10% avg sales growth per branch yoy, but overall growth this year may miss 10% target due to sluggish 1H, while solar cells installation service to officially launch in Nov. INSET in talks with 3-4 new clients building data center […]
Read More →ANI reaffirms solid 3Q from robust traffic thru freight forwarding biz on high season, improved air/sea freight rate on surged demand for inventory restocking ahead of holiday season. Comment: Another one of those logistic players that had fantastic #’s during covid and are now experience the covid “hangover” BCH sees solid 3Q on seasonal, firms […]
Read More →AAI revised up FY margin to 21% vs 17% previous guidance, supported by robust growth from PET food sales, sets Bt430m capex to expand warehouse & packaging unit, firms on Bt6.5b FY revenue target. Comment: Minting it, supply of flights in the skies still below 2019 levels. CHAYO allots Bt1.5b budget to acquire bad debts […]
Read More →I’m catching up on brain dumps of the past 3 months I’ve found in my Evernote…. This news headline was back at the beginning of March 2024 “ MOPH Prepares to Amend Surrogacy Law for Foreigner and LGBTQ+ Thailand’s Ministry of Public Health is set to amend surrogacy laws to include foreign couples, Thai women […]
Read More →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 →AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]
Read More →MASTER sets Bt1.2b capex for 6 investment projects, aiming to become #1 in specialized healthcare service, for gradual revenue recognition from early next year. Comment: So at one point we are going to have to look at this company as a what? A specialised healthcare and aesthetics company? MEGA eyes 5-10% FY24 sales growth target […]
Read More →GRAND: BTS raised holding by 0.059% to 15.0505% on Apr 26. Comment: Everyone’s known that GRAND was cheap and waiting for a new shareholder/management team to do something with it. I don’t think BTS group is the answer, but the stock could pump…. JMART: board approved share buyback up to 16m shares (1.1% of paid […]
Read More →DELTA reported Bt3,614m 1Q net profit, +30% yoy, missed Bt3,849m consensus.DELTA par changed to Bt0.10 from Bt1, board lot changed to 100 from 50, tomorrow. Comment: The miss vs the stock split. Fun times coming for these shares. PTTEP to report 1Q today, Bt19.33b consensus. Comment: Finally printing $ and they’ll continue to for the […]
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