BGC anticipates bottle sales turnaround aft BMA extend alcohol serving to 11pm, allots Bt2b capex for M&A, maintaining 5-10% sales growth target. Comment: That not much of a turnaround…. BGRIM sees narrow margins 1Q from high gas price, SPP replacement 5 units on track to cod in 2H, expects feedstock cost drops by 5-10% after […]
Read More →BWE VN BoD estimated its 2M22 total revenue of VND626bn (+27% YoY and completing 16% of FY’s target) and PAT of VND141bn (+16% YoY and fulfilling 19% of FY’s plan). BWE: 2M 2022 preliminary NPAT increases 16% YoY — slightly higher than our forecast Comment: Similar to TTW in Thailand. As long as water sales […]
Read More →Eleven Thai chicken factories, including 6 of CPF, have been given permission by Saudi Arabia to export chilled and frozen fresh chicken, effective as of March 13, after 18 year suspension. Comment: CPF, GFPT and friends are going to benefit from this. CAZ signed 2 contracts to develop LNG receiving terminal & civil work projects […]
Read More →CII VN BoD registered to sell 9mn treasury shares via order matching and/or block trade methods from Mar 22 to Apr 20. FYI, co. currently holds 40.8mn treasury shares. Comment: Pump and dump. A shame, had a great business model… DBC VN BoD approved to issue max 115.24mn DBC bonus shares at the ratio 1:1, […]
Read More →BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]
Read More →Notable Transactions Buy(s) THB 640 mn III – The logistic boys are just going to rock and roll. SPALI – The family still continues to buy back their shares in the market. SAWAD – Her stock has been hammered as the market is worried about slowing growth rates and NPLs, she doesn’t seem to think […]
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