AAV mulls adding more flights to accommodate demand for travel, sees advance booking jumps on Chiang Mai, Chiang Rai & Hat Yai routes.
Comment: The limited flights that are going around the country – are full (up to the 75% limited)
BAFS anticipates FY22 turnaround from recovery jet refueling business, target sales volume +110% yoy to 3,990 liters, will bk full year contribution from transmission pipeline business, in talk to buy 2 JPN power plants projects total Bt768m, finalize before end of year.
Comment: The transmission pipeline business is going to be a fantastic earner for them
LHK expects full year margins stays above 15% supported by strong stainless steel selling price on recovery demand from auto and appliance manufacturers, aims to curb costs & expand sales on premium grade metals.
SCC acquires 9.9% of TEAMG via wholly owned subsidiary, Nexter Ventures, sees TEAMG expertise on project management & integrated engineering compliment to cement and building material business, will jointly develop Green construction solution to reduce waste, optimize budget and shorten construction period.
Comment: Great for TEAMG, basically could help to guarantee a certain revenue stream from SCC’s network.
SYNEX firms on 10-15% FY21 revenue growth target, expects robust sales on holiday season, tailwind from online platform, house brand products, larger IT & gadgets brands in portfolio, upside from upcoming Apple devices.
TIDLOR launches special rate on title loan for commercial vehicle owners, aims to capture working cap demand from SMEs on reopen
Comment: There demand for capital out there is YUGE. Firms like TIDLOR can choose any customer they want.
UNIQ & ITD are expected to win Rama 3-Dao Ka Nong contract 1 & 3 total Bt14.73b, Tabloid.
WGE wins flood protection & drainage projects for Nakhon Luang IE total Bt255.88m, lifts backlog to Bt3.697b.