AMA adds 40 tank trucks to accommodate rising demand for petrol, biodiesel & veg oil transport, keeps 1.4m tons full year transport volume, 12-15% full year revenue growth target.

Comment: That’s a increase of 25% of their existing truck fleet.

ARIP sees Bt3b circulate from organizing Commart fair Jul 6-9, upbeats 2H outlook from strong events line up, firms on 30% full year revenue growth target.

Comment: This value doesn’t go to ARIP…

BRI shows Bt5,385m 1H presales, +8%, plans 16 projects worth Bt17.5b in 2H, covering all segment Bt2.5m to Bt50m.

HTC mulls revising up full year revenue growth target from current 7-9% from better than expected soft drinks sales on recover tourism & summer season, aims to raise market share to 35% from current 26%, margin above 40%, expand zero-sugar products to boost sales.

Comment: HTC is THE monopoly play on distribution of soft drinks in the South.

JMT collaborates with Credit Bureau to offer debt restructuring for JMT & JAM clients to ease bad loans, improved cash collection, enhanced distressed assets management business.

Comment: They are the industry…but this credit bureau “relationship” is questionable.

SUPER buys 51% stake of Equator Solar (EQT) from venture partner for Bt817.58m, will book full contribution of 75mw from 15 solar project 3Q onward.

TKC firms on 2H operations, keeps 20% revenue growth target this year, on Bt3b backlog, of which 50% will be realized this year, eyes Bt10b worth of project bidding p.a., expects 30-40% win rate, sets up Security Operation Center to service banks, airports, ports, trains, hospital and other transports.

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Your email address will not be published.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.