BCP sets oil sales growth t/g this year at 6%, plans 60 new stations, mulls boosting non-oil revenue, including EV charging stations.
Comment: All the petrol station co’s have been trying to push non-oil revenues over the past few years, the best has been PTT followed by PTG
BGRIM CODed 4.8mw industrial waste pp, lifted total to 2,896MW.
JWD sets Bt1b capex to revamp cold storage to accommodate larger logistic clients network, eyes 10% revenue growth t/g.
Comment: I think an underrated co but with a volatile share price.
MODERN sees strong 4Q19, supported by Bt2.5b backlog and cancer hospital, mulls 2-3 M&A deals.
Comment: One of MODERN’s products is to provide hospital beds. But it isn’t a major revenue driver…
NWR t/g 50% rev growth driven by all time high backlog above Bt26b, expects to win additional pj at least 10-15% of Bt100b total bidding.
ORI to cod 2 hotels Staybridge Suites BKK Thonglor and Holiday Inn & Suites Sriracha 1Q20, upbeat 1Q transfer from completion of 4 pj including Knightbridge Prime Sathorn, Kensington Sukumvit-Theparak and Knightbridge Phaholyothin Interchange and Kensington Phaholyothin 63, mulls to list ppty mgt unit, Primo Service Solutions, in 4Q20.
Comment: Several questions about the liquidity situation of ORI at the moment.
SCN sold Bt310m rights to Mitsubishi dealership to Able Motor Pak-Kled and Able Motor Pratum, both units of AH.
SHR in JV with Myanmar partner to develop a 3rd hotel under Crossroad pj in Maldives worth Bt2b, to COD in 2022.
TRUE reports data streaming +100% yoy on Dec 31, 19 & Jan 1, 20 via Facebook LIVE and Instagram Story.