NBTC board is expected to consider ADVANC’s plan to acquire 3BB and JASIF mid-April.

Comment: Non-event, it’ll go through..

BBL sees 4-6% loan growth target from large corporates and oversea loans, strong 261% reserve ratio.

Comment: Would you have ever imagined that BBL is beating KBANK and SCB in all metrics?

BEM target 8% FY revenue growth target >Bt16b driven by improving MRT ridership & tollway traffic, higher revenue contribution from commercial space under ground, expects record high profit at Bt3.7b.

CPF reported disposal of QSR unit in UK, CP Chozen, to British investors for GBP 2.4m (Bt100.8m), will book revenue in 1Q.

CPN sets Bt135b 5 year capex to increase net leasable retail area by 17% to 2.7m sqm, an eightfold increase in hotel rooms and more than doubling the # of residential projects to 90 by 2027.

Comment: They’re just going to dominate the country. Went into covid debt free and are on a path to dominate

DUSIT’s hi-end vacay rental provider subsidiary, Elite Havens, adding 2 new properties in Bali, 1 in Phuket’s Kata noi beach & 1 in Samui’s Lipa beach, lifting total >300 villas in portfolio.

Comment: Curious to see if the energy of the CEO is going to finally translate into something tangible in the coming years.

MAKRO mulls revamping existing hypermarket branches to mixed-use projects, aims to capitalize on existing resources, diversify earnings, boost recurring income.

SAPPE’s firm on 25% revenue growth, sets Bt800m to improve work environment and capacity by 30%, and Bt10b revenue target by 2026.

Comment: Just outstanding.

VL will take delivery of 4,900 dwt tanker on Mar 14, lifts fleet size to 14 vessels, upbeat outlook from surge demand for oil trans after reopened, eyes 15% revenue growth target.

Comment: I do like this sector…but the market doesn’t..yet?

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Your email address will not be published.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.