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 […]
Read More →I love volatility – it’s not going away, the world is going nuts.
Read More →Galloping inflation hits recovery hope: Energy costs pushed headline rate to 5.28% in February. The Commerce Ministry expects headline inflation in March to stay at a high level, driven by a rise in energy prices after the cost of fuel and electricity accelerated in February at the fastest pace since 2008. Bangkok Post Department of […]
Read More →REE VN Equity According to the document prepared for the upcoming 2022 AGM, REE targets 2022 profit growth of 12-15% YoY. Besides, co. plans to pay 2021 cash dividend of VND1,000/share and 2021 stock dividend at ratio 100:15 in 2Q22. Moreover, co. also plans to sell its entire 1mn treasury shares to employees as ESOP […]
Read More →BANPU to increase investment this year by 58.5% to $1.3b, mainly in energy generation ($700m) and gas business ($500m), with internal cashflows. Intalks to buy new PP with capacity expansion to at least match last year’s 800MWs rise, coal sales 42-43m tons expected this year. Comment: It’s indo sub is paying out 25% divvy’s on […]
Read More →AP will launch 11 residential pj total Bt9.59b by eo-1Q (4 SDH & 7 townhome), pre-sales kick off Mar 26-27, maintained full year launch plan 65 projects total Bt78b (29 townhome Bt25.2b, 26 SDH Bt35.6b, 5 condo Bt13b & 5 projects upcountry Bt4.2b), eyes Bt50b full year sales, Bt47b revenue target. Comment: Remember that when […]
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