AMATA reaffirms solid turnaround, multiple industrial land sales contract pending to sign in the pipeline, 50% out of Bt14.2b backlog to realize this year, price hike at Chonburi & Rayong (Bt11m/rai & Bt4.5m/rai) boost margin. Comment: China + 1 (or as we say…GTFO of China strategy) helps everyone BCP: SSO cuts holding by 0.1106% to […]
Read More →ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →BGC: teams up Singha Corp to acquire 26% stake of Bangkok Can Manufacturing, a subsidiary of JPN Toyo Seikan (TSG), seeks to expand upstream to packaging material, branch out from glass & PET bottle to aluminum can & tin lids for beer & beverages. Comment: Well of course they are “teaming up” they’re the same […]
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