AH sees solid 2Q on recovering auto industry, momentum into 2H, boosting revenue this year >Bt21b, mulls new MG showroom in Prathum later this year. Comment: A call with the owner said that the Just-in-time processes remain the target. AP sees record 1H21 on rising demand for horizontal projects, expecting Bt20,000m in transfers, Bt17,817m pre-sales […]
Read More →APCS mulls to sell raw water business in EEC area, focus on core business, metal precision parts for auto, ventilation, optic, medical & solar business. AWC inked deal Nobu Hospitality to estimate Nobu Restaurant at rooftop of Empire Tower, target cod in 4Q, plans to add 1-2 hotels over 5-6 years. Comment: They aren’t acquiring […]
Read More →AMATA keeps full year land sales >400 acres after logged 122 acres 1Q21 from Thailand & Vietnam IE, 60% out of Bt1.82b backlog will be transfer this year, expects booking pick up 2H as Covid eased. Comment: Basically they won’t see any pre-covid levels of sales until 2023 at the earliest. COLOR embarks into renewable […]
Read More →AGE sees upside to earnings after logged Bt121m in 1Q +193% yoy, reaffirms higher coal sales volume yoy on higher industrial activities, tailwind from logistic business boost earnings. Comment: Commodities, boom, they’re benefiting from the inventory gain. BCH kicks-off bookbuild on Moderna vaccine upcoming Wednesday, will finalize demand in 1 week, sees positive 2Q earnings […]
Read More →ACE, TPCH, UAC, EGCO, GUNKUL are expected to join bids for 150MW community PP, after PEA sets April 27-30 bidding schedule. Comment: The connected players are ACE EGCO GUNKUL, the independent hard working folk are TPCH and UAC. You can guess the winners. AGE sees 1Q coal sales volume double yoy, target full year volume […]
Read More →EKH mulls opening Cannabis medical clinic, in operation next year. Comment: This nation will never have another fight, everyone will be too relaxed and stoned. GUNKUL’s got credit upgraded by Fitch from BBB to BBB+, while subordinated debt rating to BBB from BBB-, reflecting higher cashflows from PP business. MBK’s 6.068m new shares from conversion […]
Read More →ILINK sets Bt6,000m revenue target this year, on solid growth in 3 core business, supported by Bt3,800m telco backlog, of which Bt1,600m to realize this year, 5% growth in engineering business, on expected completion of 2nd phase Suvarnabhumi airport middle of the year. Comment: They are finally achieving everything that was postponed when these crooks […]
Read More →ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]
Read More →ASP said SET’s expected to adjust SET50/SET100 freefloat criteria, by switching to Free Float Adjusted Mkt Cap from Full Market Cap, positive to BBL, SCC, SCB, KBANK, BDMS, CPALL, INTUCH, PTT, CPN, TISCO; -VE to DELTA, AOT, MAKRO, GULF, BAY, GPSC, ADVANC, PTTEP, SCGP, AWC. Comment: Well at least they are attempting to use their […]
Read More →AAV said the latest outbreak the worst crisis for aviation in Thailand as airlines face more pressure than during the lockdown last year. Comment: Nothing was worse than the March-May period where everything was shut down. But the government is trying their best to make things just as difficult at the moment. EPG upbeats 1Q […]
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