EA upbeats 3Q earnings from windfarm high season and full quarter contribution on 80mw Hanuman 10 projects coded April 13, firms on 30% revenue growth target >Bt20b.
Comment: The dream is still the EV battery for EA. Where’s the evidence that this is working?
HMPRO opened its 84th branch, HomePro Max Mukdaharn, aims to capture sales from TH-Laos border and north Eastern provinces.
JKN’s firm on 20% revenue growth target this year, upon realizing Bt470m backlog, to wrap up content sales contract worth Bt50-100m by end of year.
KTC JV with KTB to launch Pico Plus, provides personal loans under Bt100k credit line.
Comment: Just grabbing more market share
MEGA will add 4-5 health supplement products in 2H, in talk partner to estimate plant in Indonesia, expects to wrap up within 4Q.
Comment: Just wait until they launch some cannabis products…
ORI to exceed its Bt19b revenue target this year, plans 8 projects in 2H.
Comment: Hmmmm this is one of the property firms where we have big question marks over their liquidity
PLAT estimate F&B subsidiary, aims to branch out from shopping mall and hotel to food business
Comment: They’ve proven that they don’t know how to expand like CPN
RATCH said it will fight Bt6.5b claim lodged by Thai-Lao Lignite, alleging that RATCH has infringed on its trade secrets when running Hongsa PP Project in Laos, yet to set aside provision.
SAWAD reaffirms 20-30% revenue growth target with <5% NPLs.SCG Packaging, a unit of SCC, spends Bt4.341b for 80% stake in Visy Thailand.
TKN in cooperation with Pringles to launch 3 new flavors snack under “East Meets West” concept.
TTW’s confident of 2-3% water sales growth from 321.28m cbm last year, thanked to contribution from 2nd plant in Kratumban with 100K cbm/day.