ABM

ABM upbeats FY19 earnings from strong demand for biomass fuels for powerplants, target sales volume +25% yoy above 600k tons, new lumber plant to cod in May.

ANAN

ANAN anticipates solid 1Q driven by recognition of 4 condos projects worth Bt14b kick-off transfer late 4Q18.

Comment: The key question for property developers that everyone is asking is can they still sell? The question on my mind is how much will firm’s discount thereby impacting their GPM

DTC

DTC to re-open Dusit D2 hotel in Nairobi, Kenya in June after temporary shutdown following terrorists strike in January.

GPSC

GPSC qualified for 8mw waste pp PPA in Rayong province, target cod FY21.

KCE

KCE anticipates recovery margins 1Q from lower raw mat cost for PCB production as copper price dips on anxiety of trade war.

NDR

NDR recovered Thai industrial standard certificate for ND Rubber tire products, expects sales jump from credential.

SCB

SCB scales back credit limit on P-loan, aiming to lower default risk.

Comment: They are scaling down to 50% from 75%, this is going to kill debt supply and therefore economic growth

SENA

SENA target new launch 22 projects worth Bt24b, mulls to expand office and retails property to boost recurring income, eyes Bt8.3b revenue target.

Comment: Amusing given that just a few weeks the news articles said that SENA was cautious. 22 projects worth THB 24 bn isn’t a bearish approach

SUSCO

SUSCO target gasoline sales volume growth +8% yoy, sets Bt350m capex to add 20 stations, seeks to expand fleet card to capture corporate segment.

Comment: A B grade PTG

TVO

TVO expects recovery margins from lower costs of imported soy meal on the back of strong THB.

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