APCO upbeats 4Q sales after tap in online channel, aiming to expand market share from Bt 20b TH health supplements market, firms on 15% revenue growth this year.

BH reported Bt221m, -80% yoy; missed Bt426m consensus.

Comment: Or it grew 4x QoQ, annualise that and its cheap!! *note the sarcasm

EA’s first shipment of energy absorption product (bio-based phase change materials PCM) deliver to JPN client on November 11, expects wider margins from higher-value biodiesel products, seeks to expand wind & solar port to capitalize on FTI plans to raise capacity under new alternative energy development plan (AEDP).

LEO, Leo Global logistics, air/sea freight forwarder, trucking service, warehouse & cargo management debut IPO 120m shares at Bt3.42 apiece, Trinity leads.

Comment: Another new IPO that did ok!

MBKET sees FA & commission revenue pick up 4Q, plans to list Kerry Express (KEX TB) on SET before end of year.

Comment: They’ve lost a lot of the retail market share to Yuanta.

MCS sees positive earnings momentum carrying thru next year from recognition of >50kt steel orders deliver to clients, upside from additional contracts total 90kt current bidding.

NOK’s received permission from the Central Bankruptcy Court to embark on a rehab process, with its biz plan scheduled to be rolled out by next January.

PTG expects gasoline sales volume jump 4Q from increase travelling demand after government revamp long holiday schedule in November and December.

Comment: The question for PTG now is how profitable is the palm oil complex going to be?

SINGER’s expected to report Bt100m 3Q20 NP, +211% yoy today, on 51% jump in electrical appliance sales and 22% rise in revenue from lending port, Tabloid.

Comment: As I’ll keep writing, just imagine the new lending business kicks off and SINGER achieves similar valuation metrics to MTC and SAWAD.

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