AOT sees 380 flights and 100K pax/day during CNY, while 6 airports under management see >300K pax/day.
Comment: It’s not going to be an immediate rush of mainlanders to Thailand due to flight capacity issues, but by year end, whoooooooooooooooooooooooooosh.
CV expects 50% revenue growth this year after diversifying into supplying renewable fuels, especially wood pellets which are in high demand in Japan.
LALIN revealed FY23 launch plan, 12 SDH & townhome projects total Bt8b, D/E 0.55x ensure financial viability, Bt1b backlog to realize this year, eyes 10% revenue growth target.
Comment: A small and steady propdev, but nothing exciting…
MAKRO sees stellar FY23 on economic recovery, confident of being added to MSCI this February after boosting freefloat to >15%.
Comment: Their earnings could be +50% this year.
PRAPAT reaffirms big jump FY23 driven by robust demand for cleaning chemical, industrial dishwashers, pool cleaning services & sanitation products on tourism recovery, expects wider margin yoy on improved economy of scale.
RABBIT’s insurance brokerage unit, Rabbit Life, teams up with Tokio Marine to sell life insurance on Rabbit’s mobile platform.
Comment: It’ll be interesting to see how they clean up this plc…
SAT to get Bt500m revenue boost from new orders, pushing revenue growth this year to 10%.
TRUBB upbeats outlook from recovery demand for latex from China & Malaysia, contribution from 66% holding in rubber thread unit (WFX) on improving garment business, tailwind from rubber gloves & medical supplies, firms on 10% revenue growth target.