ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy.

KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr.

Comment: Think this B grade version of MASTER is going to slower disappear over time. Several questions marks on their operations.

MALEE sees synergies from taking over of ABICO, who specialized in OEM in drinks and refined products, while becoming #1 of TH brand in coconut juice sales in Korea.

Comment: The share price has been active…

OSP sees positive earnings momentum carrying thru FY24, driven by newly launched M-150 lemon energy drink, introduction of M-150 sparkling zero sugar to capture consumers seeking refreshing taste, tailwind from recent price hike to Bt12 from Bt10, mulls closing unproductive units to improve profitability.

Comment: Their game is maintain market share vs margins. Zero real growth.

SISB maintains 30% revenue growth projection for 2023 and guides 4,700 students in 2024 vs. 4,200 this year. Breakeven point for the 2 new schools will be in 2025.

Comment: His appearance on the Forbes cover was the peak for their share price

SNNP reaffirms solid 4Q from robust growth from Bento snacks sales & Jele Beauty drinks via vending machine, additional capacity from new production line in Vietnam (phase 2 & 3) coded in Nov to support sales, sees potential sales upside after Vietnam’s extended VAT cut to 8% from 10% till mid-FY24.

Comment: Vietnam will still do well on the consumer front as the country continues to benefit from all the FDI that has gone there over the past decade.

TMI upbeats 4Q sales on surged demand for lighting products on holiday season, Bt80m backlog pending to realize, larger power production capacity yoy from FY contribution of 3 bio-mass pp total 5.4mw, maintain 20% FY revenue growth target.

Leave a Reply

Your email address will not be published. Required fields are marked *

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