AGE anticipates positive coal sales momentum continue driven by surged demand for electricity, firms on 4.5n tons full year sales volume target, Bt17b full year revenue, will expand logistic & green energy business to reduce contribution from coal business to 50% from 95.6% within 2 years to reduce earnings volatility. Comment: Global volume of coal […]
Read More →Notable Transactions Buy(s) THB 210 mn Sell(s) THB 2 mn
Read More →ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]
Read More →DELTA reported Bt3,614m 1Q net profit, +30% yoy, missed Bt3,849m consensus.DELTA par changed to Bt0.10 from Bt1, board lot changed to 100 from 50, tomorrow. Comment: The miss vs the stock split. Fun times coming for these shares. PTTEP to report 1Q today, Bt19.33b consensus. Comment: Finally printing $ and they’ll continue to for the […]
Read More →ASIAN mulls expand OEM pet food from private label segment & increase awareness of its own 3 brands (Monchou, Hajiko & Pro) to expand market share & mitigate risk from US slowdown on frozen seafoods & VAP, lower purchasing power in EU. Comment: Let’s see how the names in this industry play out over the […]
Read More →ASAP upbeat 3Q earnings from recovery demand for car rental from domestic air fare stimulus, improved used cars sales, will purge 1k used vehicles in 4Q, firms on Bt4b FY revenue target. IIG firms on 30-38% revenue growth target this year to Bt900-950m, on higher contracts and expansions into ASEAN, especially VN and Indo. Comment: […]
Read More →AAV confirmed opening of 2 new routes to AU, BKK-Melbourne (3 weekly flights) & BKK-Sydney (4 weekly flights) from December 1 to capitalize on holiday season. Comment: Looks like AAV is going to start eating up the market share from the main carriers. ASIAN announced pre-emptive right for existing holders for IPO subscription of pet […]
Read More →ANAN expects 3Q turnaround from transfer of Bt7b Ideo Rama9-Asoke condo projects, will launch 5 project by eo-September, maintaining Bt13b FY transfer target. Comment: Ah a former darling that has fallen from flying too close to the sun. When the situation goes from shit to bad – watch for the share price recovery. IIG maintained […]
Read More →AEONTS: will launch digital lending platform mid-FY21, expects higher fees from larger client base thru collaboration with HUMAN & VGI. Comment: I can see the synergies between AEONTS and HUMAN, VGI less so, but the rabbit card is fire for distribution. GPSC: mulls estimate semi-solid battery plant phase 2 capacity 1 GWh per annum to […]
Read More →ASIAN sets Bt400m capex to revamp foods production line and debottleneck capacity, aiming to boost profit margins from higher productivity, efficiency, lower SG&A from less labor costs, eyes M&A pet food producer to boost inorganic growth. Comment: Their Pet food business has been the key driver for the past 1-2 years. GGC reports cod of […]
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