AOT said remedy packages offering to airlines will dent its revenue this year by 17%, in talks to reduce state prop charges and cutting other costs.
Comment: Plus take into account the packages given to renters. Their earnings are gone for the year.
CBG will add more functional drink on shelf after sales of Woody C+ Lock spiked as health conscious grows on the back of Covid-19.
Comment: They are up against OSP for this and I doubt that they can win.
CENTEL expects earnings bottom-out 2Q from lockdown in April, QSR business provide cushion over sharp decline in hotel business, allots Bt3b to revamp 2 hotels.
Comment: Everyone should have the same question, when will tourism, domestic and international begin again?
ECF upbeats FY20 earnings from recognition of 20% holding in Myanmar 220mw powerplants, phase 1 50mw realize full year (cod-end of September 19), phase 2 begins construction 2Q20, target entire projects cod by end of 2021.
EPG launches EP Kare, a multi-purpose facial mask, with replaceable filters and reusable.
Comment: Another face mask, from discussions with those in the industry its not possible to manufacture a mask at the RRP of 2.5 baht/mask that the government has mandated, the cost of the raw materials have gone through the roof
HMPRO reports Bt1,267m 1Q20, -11% yoy, vs Bt1.21b consensus.
SEAFCO expects to win additional contract for EEC expansion in 2H, upbeat earnings visibility from foundation work projects on hand, anticipates wider margins as oil price drops.
SPCG shut JPN subsidiary, Sakura Solar; keeps JV Kyocera, Furukawa, Tokuyo Century and Kyudenko, 480mw solar projects in Ukujima cod end of March 20.