ADVICE sees continued rise in IT related sales, with plan to expand solar biz, both sale and installations, to help keep revenue growth momentum, latest opening of Advice iStore in Udon to help cater for demand for Apple products in North-east provinces. Comment: I do see a lot of ads from them online, but other […]
Read More →IRPC: anticipates positive chem spreads momentum carry thru 2H supported by improve global demand, cushion from China’S econ stimulus. LTS: lighting & smart home automation solutions, Light Up Total Solution, debut IPO 55m shares at Bt 3 apiece. Comment: Unless they have a blockchain, bitcoin, iRobot, Chinese EV angle – I’m not interested. SSP: upbeat […]
Read More →AH: anticipates positive auto parts sales momentum continue driven by growing Asian mkt compared with other regions, upside from larger Euro 6 std parts in portfolio aft joined hands with Eberspaecher, expects to serve new customers in the EV segment next year. Comment: Zero impact on their business…marginal growth at best from EV’s…. TASCO: seeks […]
Read More →AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]
Read More →ASW reported 3 locations of campus condo sweeping sales of Bt4b, will launch another project nearby Thammasart University Rangsit in 4Q under the Kev project. PROEN wins 2 underground cable project from Provincial Electricity Authority & Mae Sor Municipality total Bt179.8m. TASCO cuts FY asphalt sales volume target to 1.2m tons due to feedstock shortage […]
Read More →AQUA files criminal case against Thanhoon Tabloid for distorting facts in its reporting in TPL, causing damages to >5,000 shareholders who own >140m shr. Comment: So they didn’t pay Thanhoon the usual 20-40k baht for the news articles? And what business AQUA actually do? Shine Bunnag was a well known stock punter (read: manipulator) back […]
Read More →AGE: credit rating upgrade to BBB- from BB+, outlook stable at TRIS rating. Comment: Wait didn’t stark have a credit rating of BBB+? Love you TRIS EA keeps 50% revenue growth target this year to Bt40b, firms on delivery plan of 4K EVs this year, in talks with ASEAN over EV bus exports, and boost […]
Read More →BGRIM eyes 3,000MW gas-fired PP, while GULF target wind, solar and LNG to power, and SUPER for Bt250MW wind Powerplant, following a new 150,489MW VN power development plan. Comment: What’s amusing is that yesterday, gulf themselves said that wind & solar are unreliable power generators… CK upbeats FY earnings visibility from Bt140b construction backlog pending […]
Read More →BEYOND sees higher revenue yoy, sets Bt2.8b service revenue, +31% yoy, sees growth momentum in 2Q, expects to sell 52 rai of land in Rayong worth Bt600m by end of year. Comment: Ahhh this name, so remember this is the reverse IPO of the four seasons hotel project @ the river into a mining co, […]
Read More →3BB is having liquidity issue and short on rental payment to JASIF, may lead to contract restructuring.Comment: Great quality eh? AIS is buying themselves a great asset… AOT board approves Bt36b 3rd phase development at Donmuang Airport, design to complete in Oct and bidding start in 4Q23, target 40m passenger vs 30m now. AURA targets […]
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