ANAN sees positive sign from Ashton-Asoke case, firms on Bt13b transfer target, after Bt9.3b in 9M22, solid backlog at Bt12b to support Bt15.68b presales target, mulls 6 projects worth Bt21.63b in 4Q
Comment: That asoke project….a never ending saga for ANAN.
BEC aims to shift revenue mix from TV laden to digital platform, global content licensing, target 50:50 revenue mix from current 85:15.
Comment: So how are they going to compete against netflix, disney, amazon etc etc, local content is all they have. And this applies to every other player in the market.
JASIF holds pre-E-EGM today to discuss ADVANC’s acquisition plan, before actual voting in EGM on Oct 18.
JUBILE applies AI on online jewelry sales channel, aims to use data analytics to understand customer preferences, factors for creating new products & aspect that affect consumer’s purchasing decision, improved CRM & expand segment coverage.
Comment: They’ve continued to positively surprise me with their growth despite everything that has happened over the past few years.
GPI sets Bt1b revenue target in 2025, targeting non-auto events such as sport and entertainments.
PRM is expected to report solid 2H from higher revenue from petroleum products transport on reopening, contribution from crew boat service & FSU, gains from disposal of very large crude carrier (VLCC), Tabloid.
Comment: 2H22 > the past 2 years.
SCGP sees earning momentum, may report Bt1.89b 3Q22 NP, +23% yoy, Tabloid.
SPALI sees solid 3Q, 9M presales at Bt25b to help achieve Bt28b FY22 target.
Comment: Hence why the founders keep buying and buying.
THCOM wins THCOM7 & THCOM8 satellites dispute against Digital Ministry, both satellites are not under operation agreement on domestic communication satellite and not obligate to transfer ownership, assets and payment of overdue rev sharing, Ministry’s counterclaim shall be dismissed.