ACG allots Bt40m budget to branch out from dealer to auto maintenance services, sees demand grows as people choose to repair over replace, target 5 outlets by end of year.

BJC sets Bt10b capex to add 3 BigC hypermarket branches in TH and 1 abroad, expand Pure Pharmacy, mini BigC and supermarket.

Comment: So the race is now on between BigC and Tesco, ding ding ding who shall win?

PTG’s firm on 15-20% revenue growth target this year, on full year contribution from Palm complex projects, sets Bt5b to expand petrol stations to 2,200 by end of year.

Comment: Low oil prices = $ !!!!!!!!!!!

TRUE paid Bt1,912m 1st installment for 2600MHz license and will start commercial 5G today.

Comment: I am still waiting for their recap…been a few years…but still waiting, this company is proving to the best place to destroy capital over the past 15 years

TU sees canned tuna sales volume jumps as people hoard supplies amid outbreak, expects earnings bottom-out 1Q after logistic impacted from spreads in China, target bottom-line growth +40% yoy above Bt5.4b.

WHA’s confident of achieving 1,400 rai land sale, mulls Bt3,500-4,000m bonds in April.

Comment: I do see the China + 1 model accelerating faster for Asia.

ZEN cuts revenue growth target to 5-10% from 15-20% previous forecast, after dropping 20% past 2 months, cuts branch expansion from 80 to 40, yet confident of net profit growth this year.

Comment: I think that’s an optimistic target for ZEN

  1. Peter Lynch department: Veterans who remember Makro while the Dutch had it…it’s a terrible thing to watch a grown man cry. Anyone who does their own shopping has been aware for several years, “the price beaters” have frequently been at neither TescoLotus or Big C (mutatis mutandis). Whether smaller, more competitive rivals can withstand the inevitable and most unfortunate “supply bottlenecks” to follow, nobody knows. (These smaller competitors are devilishly clever, though.)

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