AAV add 4 domestic routes, SIA-CNX 5 daily flights, SIA-HKT 3 daily flights, 2 daily flights for SIA-KBV and SIA-URT starting from September 25.

Comment: Flights I’ve been taking are constantly full (note AAV has been changing departure times quite regularly, likely to ensure a full flight & save costs)

CNT sets up renewable earnings sub, Christiani & Neilsen Energy Solution, to expand turnkey solar power business.

HMPRO sees sales recovery in 3Q on full operations, to focus on cost control, adding sale channel, and boosting online sales efficiency.

Comment: I can imagine that companies are going to come out of this period lean and mean, and just watch the operating leverage take off.

NER sees 25% revenue and 4-7% net profit growth this year, as new plant boosts capacity to 460K tons p.a., expects new record high every quarter next year.

ORI reports Bt700m condo projects, The Origin On Nuch, sold out in 1hr after kicking off online presales, will launch 2 more projects (The Origin E22 Station & The Origin Plug & Play Ramintra, in 2H.

Comment: The # of units allotted to online presales sold out. Not the entire projects…

SEAFCO said Bt2.8b existing backlog to help boost 2H20 operation, eyes Bt5b new bidding with estimated Bt1.5b winning rate, firms on 10% revenue growth this year to Bt3.3b.

SINGER amends dividend payout policy from not exceeding 60% of net profit to no less than 50% of net profit.

Comment: I’m still of the viewpoint they shouldn’t pay out dividends, keep the cash in the company to massively grow their portfolio over the next 2-3 years.

SPALI upbeats 2H earnings from completions of 4 condos projects, Bt40b outstanding backlog reassure earnings visibility over next 3 years.

SYNEX anticipates positive IT & gadgets sales momentum carry thru end of year from new normal adoption, target FY20 revenue no less than FY19.
Exon Mobil delays plan to invest Bt300b chemical complex in EEC area on uncertain outlook from C19.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.