AKR reaffirms big jump 4Q from strong transformer sales as demand grow on the back of renewable expansion from corporate, upside from EPC project, Bt700m backlog pending to realize, keeps 15% full year revenue growth target.

Comment: This industry, transformers and substation providers are going to make $ if the country continues to go down the renewable energy route. Why? The intermittent power from “renewable energy” kills the grid. Until there is a (or improved) battery storage for the energy generated from solar/wind, whatever xyz. The grid will continue to have an issue. All the existing physical hardware will need to be upgraded.

AMR announced partnership with US drone flight app partner, Botlink, to expand mapping software for terrain analysis, land survey, construction monitoring, stockpile management, target warehouse, factory, industrial estates, smart city.

AOT sees rising arrivals after visa waivers, Chinese +27%, Indian +18% on daily avg, sees further rise on government’s measures. Many airlines are requesting a redistribution of slots as they expand flights into TH, a source at the Civil Aviation Authority of Thailand (CAAT).

Comment: And in 18 months Thailand will report all time high visitors to the country.

AURA sees 4Q turnaround on surged demand for gold jewelry on holiday season, improved market penetration thru small outlets via modern trade stores, tailwind from gold for cash business, expects positive earnings momentum carry thru 1Q on spending upon bonus season and valentine.

Comment: Will gold finally break USD 2k? Was thinking that AURA would be a stock beneficiary of this, even though there is no real business benefit.

SAV establishes subsidiary, Laos Samart Aviation Solutions, to expand aeronautical solutions in Laos.

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Your email address will not be published.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.