BAY target 6-8% loan growth, NPLs below 2.5%, NIM within 3.4-3.6% for FY19.
JWD in talk partner to expand F&B business, aims to branch out from food supply chain management & cold storage, expects to close deal in 2H, new cold storage facility in Mahachai to cod in June, firms on 15% revenue growth target.
Comment: They have an incredibly interesting set of businesses and partnerships here
KTB expects to sign banking agent agreement with Thailand Post Office by end of-Febuary, target e-commerce operators.
RS anticipates big jump 1Q from strong contribution from Shop1781 online business as shopper steer away from outdoor haze.
Comment: And pigs will put on lipstick and fly
Fin Min asks related parties to speed up TMB/TCAP proposed merger deal, wants as much as Bt2.5/share for TMB in the swap in exchange for tax incentives for new entity, Tabloid.
Comment: I’m still doubting that this will proceed
TRC to sign Bt2.3b underground wiring contract for Metropolitan Electricity Authority (MEA) before end of-1Q lifts backlog >Bt8b, upbeat outlook from turnkey automate warehouse contractor as demand for Automated Storage Retrieval System (AS/RS) grows on improved efficiency.
Comment: It’s the AS/RS system that should be the profit and margin driver for TRC
TU’s partnered with 2 establishments to set up “SPACE-F”, aimed at building an ecosystem for food tech startups and supporting biz expansion into the non-seafood segment.