BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]
Read More →ADVANC 4Q net profit @ Bt7.36b vs Bt7.485b estimate, FY @ Bt29b, +12% yoy vs Bt29.3b consensus, pays Bt4.61 dps XD Feb 19, AGM Mar 25. APURE targets record high revenue this year >Bt3b driven by larger sweet corn exports volume to US, Japan & Saudi Arabia, improved orders feeding from hotels & F&B clients […]
Read More →BCH: reaffirms Bt 13b FY revenue target, sees revenue growth from international patients 50% yoy from robust traffic, expects FY fly-in patients tops 120k. Comment: Every hospital group that had foreign patients prewuflu will show the same revenue growth from international patients. PCC: wins substation project from Metropolitan Electricity Authority (MEA) valued at Bt 85.04m. […]
Read More →BGC reaffirms 10% full year revenue growth target supported by strong demand bottles & label on improved tourism, lower energy costs yoy, expects positive momentum carry thru high season in 4Q. Comment: Ah, if the liberalisation of the alcohol industry goes ahead, how hurt would BGC’s growth prospects be? Or will they be able to […]
Read More →AOT: new satellite terminal at SIA (SAT-1), 216k sq.m with 28 aircraft parking bays will be launched in a soft opening in Sept. ASIAN: anticipates 2H turnaround from ease pressure on excess inventory situation from trading partners, lower freight rate and raw material costs on pet food & frozen food production, higher THB revenue from […]
Read More →ACE signed 2 waste power PPA combined 15.75mw. AMATA mulls listing utilities services business, Amata Strategic Holding 1, under restructuring plan, will offer no more than 30% of paid-up and list on SET. Comment: It’s a great CF business here… CBG anticipates meaningful turnaround 2Q supported by lower aluminum & energy costs, improved energy drink […]
Read More →ADVANC upbeats earning outlook from improved ARPU on eased competition, higher revenue from sim sales on surging tourists arrival, maintain mid-single digit revenue growth target, broadband M&A with TTTB expected to complete by end of 1Q. Comment: And voila…we have 3 players now (yeah yeah I know it’s only 2 NT doesn’t count, but on […]
Read More →BRI reported 2M23 residential sales topped Bt2b, maintains launch plan 20 projects total Bt22.5b, eyes 20% FY revenue growth target above Bt13b, revenue +40% >Bt9b. CPALL sees 5-7% SSSG via 7-11, sets Bt27b capex to add 700 branches in TH & 30 in Cambodia, will debut 2 outlets in Laos this year, reassures FY interest […]
Read More →NBTC appoints AA&P as independent FA for ADVANC’s buyout of 3BB to be submitted for NBTC’s board by April. AMA sees 1Q turnaround from improved tanker demand for restocking on China reopening, allots Bt400m capex to add fleet size. Comment: This gives you an idea how how much volume PTG will be selling through it’s […]
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