Week 28/08 – 31/08 Company bsr.vn, cii.vn, ctg.vn, dxg.vn, gas.vn, hbc.vn, nvl.vn, pow.vn, sab.vn, tcm.vn, vic.vn, vng.vn BSR VN: estimated, in 8M2023, revenue of VND91,600 bn (-19% YoY) and PAT of VND4,400 bn, fulfilling 96% of the revenue target and 270% of the profit target in 2023. CII VN: wants to implement 6 more BOT […]
Read More →AH sees windfall from Chinese EV producers parading to TH, sees strong 2H growth, firms on 10-15% revenue growth target, mulls expanding US and Japan markets. Comment: The impact is minor at best… COM7 expects demand for smartphone & accessories jump on government’s plan to hand out Bt10k digital wallet for individual, expects holiday sales […]
Read More →AOT’s gathering info on Bt36b 3rd phase upgrade of Donmuang airport, target 50m pax/year, with bidding in 2024 and COD in 2029. AOT sees fiscal 2023, ending Sept 30, 2023, pax exceeding 120m at 6 of its airports, 25% higher than forecast, with 170K/day at Suvarnabhumi alone. Comment: More economic activity coming. BJC delays BigC’s […]
Read More →CAZ reported 4 EPC contracts signed total Bt798.43m. DELTA setups overseas unit, Delta Electronics Philippines (DEP), to distribute power management products, automations & data center & network equipment. Comment: We can laugh at the impact of DELTA has on the thai market, but they have grown their profits by 3x over the past 4 years. […]
Read More →So the government is forming. Local insti’s pumped up the SET (after being the ones mainly responsible for dumping since MFP won the general election). And now we’re going to be sitting here twiddling our thumbs to see how PT and friends are going to divvy up the seats of money, eh-hem I mean power. […]
Read More →AOT: Cambodia LCC, Sky Angkor, resumed twice-daily flights to BKK (DMK) from Aug 25. ASIAN’s exploring exporting seafood products to China after it imposed ban on Japan products, sees 3Q turnaround from higher sales to US & EU, wider margin from higher utilization rate, expects pet food pick up in 4Q. Comment: Well the Chinese […]
Read More →Week 21/08 – 25/08 Company BSR VN: In 6M 2023, PVOIL supplied BSR with a total of 28.3 mn barrels of crude oil, equivalent to 156,137 barrels/day for Dung Quat Oil Refinery to operate at 106% capacity; in which, Vietnam crude oil accounts for 74%, the rest is imported crude oil . CTD VN: approved the […]
Read More →Notable Transactions Buy(s) THB 96 mn Sell(s) THB 418 mn
Read More →BCH’s firm on Bt13b revenue target this year, helped by solid 3Q on seasonal. ICHI sees record sale streak extended in 3Q on higher green tea sales both domestic and abroad, to introduce new Tan San Su favors and expand OEM, raised sale target growth to 20% to Bt7.6b, from Bt7.3b. Comment: One of their […]
Read More →