AMATA reports 80 acres IE land sales 2M19, target full year sales > 420 acres (1,050 rais), 60% of Bt3.61b backlog to realize this year, sets Bt5b capex to add landbank, expects tailwind from full year contribution of 260mw pp.
Comment: So when will the share price decline?
AU to open 1st branch of After You dessert café in HK in 3Q19, sets Bt200m budgets to add 10 branches.
CHAYO board approved 40m share sales via PP to 28 private investors at Bt3.83 apiece (yesterday close price Bt3.83), pays Bt0.04 dps XD April 9.
BCH sees strong 1Q on rising social security card holders, firms in double digit revenue and profit growth.
Comment: A random thought – all of these populist policies – would this lead to more SSO patients? If so – which hospital group benefits?
BEM holders approves to settle dispute with EXAT, will pay Bt100b in exchange of toll-way concession extension by another 38 years till April 21, 2057, slowing it to hike fees every 10 years, cabinet approval in 2Q.
DTAC sees FY19 turnaround from lower opex after shifting from concession scheme to licensing system, lower network expense yoy, easing pressure following settlement with CAT in 4Q18.
KTIS in JV with GGC in Bt7.5b Bio-Complex 1st phase to build sugarcane mill with 24K ton/day capacity, 600K liter/day ethanol and 85MW PP.
Comment: KTIS did a better deal than KSL
PLANB reaffirms solid 1Q from strong ad spending ahead of election, expects margins improves, utilization rate and new digital billboard in dept stores and downtown area.
RS to link digital TVs with retail via Big Data, new partnerships in expansion of sales channels of products and services.
PTG target 35-40% revenue growth FY19 >Bt135b driven by higher gasoline sales volume growth 16-20% yoy from larger retail stations network, contribution from F&B, Max Mart convenience stores and auto maintenance business, new biodiesel plant now running at 200klpd, target 300klpd by end of-May and full capacity at 450klpd in 4Q19, expects more demand from key clients IRPC & TOP.
Comment: Again the story is the same….marketing margin? And when will the palm oil complex start to show profits
TPIPL upbeat 1Q earnings from strong cement sales local and abroad from infra expansion, to raise domestic selling price 5-10% within 1H.
Comment: But in the end the majority of their profits are coming from TPIPP
TQM is launching 8 projects this year as part of its digitalization strategy to increase its efficiency in serving customers.