AGE sees upside to earnings after logged Bt121m in 1Q +193% yoy, reaffirms higher coal sales volume yoy on higher industrial activities, tailwind from logistic business boost earnings.
Comment: Commodities, boom, they’re benefiting from the inventory gain.
BCH kicks-off bookbuild on Moderna vaccine upcoming Wednesday, will finalize demand in 1 week, sees positive 2Q earnings momentum from 4-7k Covid tests/day qtd, plus contribution from new added 900 beds & 3.3k rooms hospitels network.
Comment: And its off to the races!
DOHOME aims to boost house brand products sales to 20% of total revenue mixed to boost margins, will add 3 branches by end of year.
LEO anticipates big jump FY21 from larger e-commerce traffic from logistic partners, higher freight rates from sea, air, land.
GULF upbeats FY21 earnings from additional installed capacity 1.5k MW, boost from INTUCH dividend income.
Comment: Using free money to buy a dividend income stream.
GUNKUL firms on 20% revenue growth target from Bt8.5b EPC solar backlog, contribution from alternative energy domestic & oversea portfolio, more projects to come in 2H.
PTG eyes 10-15% EBITDA growth target this year from higher Oil & Gas sales volume yoy, strong presence from 2nd place market share, contribution from non-oil business.
Comment: They’ll have margin issues w/ the higher oil prices.
SIRI acquires 15% stake in XSpring Capital, 403.4m shares at Bt4.1 apiece, total Bt1.65b, to diversify to fin and brokerage services.
Comment: Until this transaction I thought Xpsring capital has some genuine future, now it just smells fishy.