ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus

AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year.

AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City (YASEC) indefinitely until a new election is called in the military-controlled country.

Comment: AMATA doesn’t know how to do business outside of a country where they have influence on policies.

BEC’s former news anchor, Sorayth Suthassanachinda, to be paroled aft serving 8 years in jail from embezzling Bt138m in ad fees, may make a comeback at Channel 3.

KBANK to cut capital injection on investment in A-Bank Myanmar after military seized power.

MBK opens Bt100m Tinidee Hideaway Tonsai Beach hotel in Krabi.

Comment: Brave. Unless they’re only targeting the small amount of domestic travelers to the area.

PTTOR’s retail portion has been 2.2X oversub, final price is expected today.

Comment: Smaller than I expected. Though we wouldn’t be surprised to see it perform well in the first few months.

SIRI booked Bt3.5b presales in January, 70% of its 1Q21 target.

STARK sets 15-20% revenue growth target this year, on growth in electrical wire and cable products, increased capacity in Vietnam plant, Bt9b backlog and mulls expansion to US market.

Comment: It does appear that this will be the monopoly for their industry, imagine GULF part 2

SVI’s CEO, Pongsak Lothongkan, was found guilty of insider trading in a case back in 2018, where he used inside info on the impressive 2Q18 to buy share in SVI between June 25 – July 17, 2018. He’ll be banned for 12 months and Bt37.6m fine.

Comment: SEC is going after the wrong people and wrong cases.

TCMC anticipates meaningful turnaround FY21 from recovery order of flooring carpets, auto fabrics, furniture clothes & indoor décor products after demand stall from lockdown abroad, tailwind from recently acquired furniture co., in UK, will wrap up 1 more before end of 1Q.

Comment: It’s a poorly managed company, in a rubbish industry, but at one point the price will/has be/been attractive.

TFG targets 10-15% revenue growth supported by higher swine sales volume & selling price yoy, higher poultry exports quotas to EU, sets Bt2.7b capex to revamp farm & feedmill plants in Thailand & Vietnam.

THANI expects to report FY20 today, Bt1.84b consensus.

WHA set 30% revenue growth target this year, on strong logistic business, sets Bt56b capex for 2021-2025. 

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