ADVANC’s expressed opposition to the planned merger of its rivals TRUE and DTAC during the hearing organized by the NBTC, saying the deal wud diminish the price war and free competition in the segment.
Comment: Well would they publicly support it?
DCC sees flat qoq in 2Q22, firm on 5% revenue growth target this year on 4 new branches.
SCB maintained high provision policy to cope with economic headwind, focusing on improved assets quality.
Comment: Worst performing entity, and now the question is whether or not the Bitkub deal will go through.
TMI sees solid 1Q on recognitions of 2 new biomass PP with 2.4MW capacity, to COD the 3rd, 3MW, by end of June, boosting revenue growth this year to 20%.
TOP’s expected to report robust 1Q earnings from recovery GRM driven by growth in jet-fuel & diesel demand on improved air travel & relaxation of border curbs, tailwind from inventory gains.
Comment: Issue will be volume growth, margins will look great.