AKR anticipates positive earnings momentum continue thru next year driven by rising demand for transformer from property & solar rooftop project, aims to fill EPC backlog from Bt300m current bidding, 50% out of Bt350m backlog to realize this year, maintain 15% FY revenue growth target.

Comment: The demand for transformers and substations are going to go through the roof if Thailand goes down this renewable energy route, intermittent power streams are going to kill the existing transformers/substations – ask any engineer w/ half a brain.

BDMS: BA cuts holding by 0.0893% to 3.6267% on Sept 28.

Comment: Father selling, and now the son is as well?

BGRIM reported cod 140mw Ang Thong pp unit 2, unit 3 (140mw) to in December.

COM7 upbeats 4Q earnings from record high sales of iPhone 15 compared to previous models, higher sales volume from larger allocation from Apple to TH and tailwind from mobile accessories, firms on 20% FY revenue growth target.

Comment: Hello isheep, welcome to the USB-C world, and now go and upgrade all of your gadgets so that they’ll all charge with normal plugs, and then Apple and all their distributors will make another nice portion of $.

EA sees 10% rise in cost after THB shot pass 37/USD, but manageable as EV business remain solid, firms on yoy growth from Bt7.6b Net profit last year.

Comment: Come back down to 20 where Papa Pon is waiting for you

ICN sees strong 3Q, on realizing 30-40% of Bt2b backlog, boosting this year revenue growth to 20-30% from Bt1,444m yoy.

JPARK target 15-25% revenue growth target this year, target to secure one new contract to manage large parking space, 1,000 parking slots, by end of year.

Comment: Need to do more work on this, but love the business.

MGC kick-off delivery of all-electric Rolls-Royce Spectre in 4Q, expects sales jump as silent & powerful characteristic suited to Rolls-Royce electrification.

Comment: Revenue department will be tracking the buyers of this…

RATCH forms 60:40 JV with Texplore to invest in solar PV floating systems biz

Comment: BBQ’ed fish anyone?

SFLEX sees record high rev Bt1,800-1,850m, capturing mega trend in global packaging trend, adding variety and ASEAN expansion, sets Bt6b revenue target in 2027.

SMT sees meaningful turnaround 3Q driven by newly launched EV charger controller & audio backplate, wider margin from optic products, higher THB revenue from weak currency, maintain Bt3.3b FY revenue target, Bt4-5b next year.

ThaiBev looks set to spend Bt7b to expand its business both domestically and internationally in the current fiscal year, which began on Oct 1.

TTA: Norge Bank revokes exclusion aft carrier stop sending decommissioned vessels to be broken up for scrap in Bangladesh since 2018.

Comment: The power of the massive allocators….I believe PSL is still on the exclusion list even though it’s a better managed and governed company..

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