AKR upbeats outlook from strong demand for transformers, supported by EV infra expansion, solar solutions, mulls expanding abroad to boost sales.

AWC sees overall OCC pick up to 70-80% of pre-Covid from improved international travelers, expects momentum continued on holiday season, revenue from MICE to boost earnings.

Comment: Despite the stupidly high air plane tickets, people are still flying in, and this trend is going to continue.

DPAINT: local fund, BBLAM, raised holding to 10.8695% on October 12.

HMPRO collabs with Robinhood deliver platform to expand on demand delivery to boost online sales, expand sales channel via Robinhood mart e-commerce, enhance costs saving.

Comment: Using SCB’s balance sheet to get a new sales channel, why not.

LEO firms on 30-35% revenue growth target this year, supported by strong 2H on rising traffic entering high season and growth in e-Commerce platforms in China and 2nd Self Storage in Yoawarat, while 2nd container depot to open by end of year, mulls M&As.

ORI launches Origin Music to capture teens in Gen Y and Z, official launch mid December.

Comment: I mean…ffs.

SINGER keeps Bt15b FY loan book target after logged Bt13.4b 1H22, sees positive momentum from home appliances HP, auto title loan and debt consolidation service, adding franchise to expand coverage target 7k outlets by end of year from current 5,078, auto title loan subsidiary, SG Capital, on track to list by mid-4Q.

Comment: And last night they announced the ratio for SINGER shareholders rights to subscribe to SG Capital’s IPO.

TFG revised up FY revenue growth target to 20-25% yoy from 15% prior driven by strong chicken & swine exports volume and selling price, wider margin from lower feedmill, processed food products, retail outlet expansion, tailwind from weak THB.

Comment: I’m still positively surprised by the performance of chicken and pork prices in TH.

  1. Origin music…wtf. I have my doubts about this business strategy of diversifying and launching all types of new – seemingly unrelated to their core business- ‘megatrend type businesses’. Sometimes it is better to stick to what you know and are good at, but sometimes the crazy ideas are the best ones.

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