AMATAV sees better 2H on plan to transfer 300 rai of land in Halong IE Vietnam, while keeping 430 rai land sales target this year.

Comment: Their efforts in Vietnam have been rubbish compared to the other players (domestic and international)

APCS firms on 40% FY21 revenue growth target >Bt3b supported by strong demand for metal precision parts on improving auto market, wider margins from larger products portfolio on big bike & med equipment, growth from EPC for construction projects, revenue contribution from 20 year O&M waste power plants contract total Bt3.45b will recognize Bt130m this year.

JMART to sell 300m share in PP to BTS, to create super synergy in multi-dimension among VGI, KEX, JMT and SINGER, with BBL to provide financing, Tabloid.

Comment: If that’s the case, its a lot of capital going into JMART Group, growth opps for SINGER/JMT will be YUGE, and they’ll spin the story of synergies – most of which won’t come to fruition. However, if I dream, one can imagine the potential of jfin coin should it be used across all the VGI/BTS platforms.

LEO revised up FY21 revenue growth target to 80-85% yoy from 40-45% previous guidance, sees 1H21 sea freight traffic +50% yoy, new clients +40% yoy, higher domestic logistic revenue from e-commerce, target 2-3 M&A this year.

Comment: All of them, LEO, III, SONIC, JWD, are reporting fantastic figures.

LPN to launch Bt2.5b Lumpini Mixed-use Narathiwat-Ratchada in 4Q after securing EIA in June.

NCL inked strategic partner deal with DIMET, allows NCL to use air freight service from DIMET’s business partner for oversea operation while DIMET agreed to lease truck from DIMET for domestic transportation, intend to use NCL’s 200 40ft containers/month for ocean freight for 12 months.

NRF & Golden Triangle (GTH) to ship 150 tons of Mitragynine to the U.S. in Dec, target 1k tons in FY22, seeks healthcare partner to expand depression syndrome clinic.

Comment: GTH’s owners are advisors to Anutin and friends, do you think they won’t be able to make a small fortune for themselves and thus NRF?

PLANB cuts FY21 rev projection to Bt4-4.2b from Bt5-5.4b earlier, sees recovery in 4Q with plan to launch new products with RS.

TIDLOR secures non-banking loan worth $100m from IFC, helping it pursues its strategy thru digital channel.

TPIPP upbeats 3Q earnings from strong RDF fuel sales for biomass powerplants, higher electricity sales on improved business activities, seeks to expand community waste powerplants in Songkhla, Saraburi & Korat and EEC area.

ZEN anticipates 2H turnaround from easing Covid curb, improved vaccine distribution, target full year revenue from F&B delivery >Bt400m aft logged Bt100m/quarter YTD, upside from dine-in services to boost 4Q revenue.

Comment: Another reopening play to consider.

  1. peter satrapa-binder

    @AMATAV: I had the suspicion that they just HAD to do something wrong there already app. 3 years ago (pre-covid) when their stock was going nowhere and the company was reporting losses despite Vietnam booming with a GDP growth of app. 7% / year…

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