APURE sees big jump this year from strong sweet corn, fresh fruits & vegetables exports thanks to surging demand for home cook, sees healthy margins from high utilization rate.

BEAUTY sets 5% revenue growth target this year with >5% net margin, on three strategies, re-structure, re-new, and re-model.

IVL sets to double its EBITDA by 2023 and ROIC to double digits and cut gearing to 0.6X from 1.46X.

Comment: Every year they say this. It’s a spread/volume game at the end of the day.

JKN to cod health & wellness unit (JKN Global Living Network) in April, sets Bt50m budget to add health & beauty products, aiming to balance out revenue mix from TV content sales, firms on 10% revenue growth target.

Comment: Well, ok, trying to catch up with RS

PSH targets 29 new projects this year worth Bt28-29b, sets Bt2-7b capex for land banks.

SCC sets 5-10% revenue growth target this year, as petrochemical and packaging business continue to grow, sees recovery in cement and building mats in 2H21, sets Bt65-75b capex.

SFLEX expects food container sales momentum carry thru FY21 supported by fast growing delivery services and tailwind from recovery consumption from cash handout stimulus, will wrap up M&A domestic packaging producer by end of 1Q, finalize deal with partner to estimate JV in Vietnam in 2H.

Comment: There appears to be a genuine business development in this name.

SPVI sees strong sales of iPhone 12, iPad 8 and MacBook Air from surging demand for PC on WFH, Distance Learning & 5G adoptions, seeks to expand U.Store 3-4 branches this year to capture college students demand, adds more accessories to boost margins, eyes 10% revenue growth target.

Comment: COM7 is the real player, SPVI is a pimple in the industry

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.