AS sees >100% growth in revenue this year, plans 6-10 new games next year, hopes to resume dividend payment mid-2021, sets Bt100-150m capex for Vietnam and Indonesia expansion.

Comment: You’ll probably see a quarterly decline in revenues.

AUCT upbeats 4Q earnings momentum from accelerating traffic at auction yard as Leasing & Banks purge repossessed vehicles before end of year, MTD 38 vehicles auctioned, firms on 10% FY20 revenue growth target.

Comment: Definitely supply of vehicles for auctioning have increased. And for AUCT it doesn’t matter if the value of the sold vehicles has dropped, as long as the # of transactions has increased.

BCP target 100 new petrol stations next year, 56 new EV charger stations in 1Q21, and boosting Intanin coffee joint to 855. Plans 39 days shutdown in 1Q21 to debottleneck cracking capacity, target 100k bblpd from 2Q onward

CBG sees solid 4Q on growth momentum, sets 20% growth for next 5-10 years, to COD new container plant in December, expecting to save Bt200m in coasts next year.

Comment: We are constantly flummoxed by their ability to grow.

CHEWA kicks off transfer of Bt2.7b condo projects, expects solid turnaround 4Q.

Comment: Best of luck!

SAMART board approved divestment of subsidiary, OTO, to 3 private investors, will purge entire holding 69.18% (193.7m shares) of total outstanding at Bt2.4/share total Bt464.88m.

Comment: Well that’s interesting. Since the military has come in, the group hasn’t performed as they used to.

SVOA seeks to branch out from IT & office automation equipment distributors to network security for banks and large corporate, sees demand for ATM network maintenance, turnkey for data storage, network maintenance projects.

TACC keeps 16.8% profit growth target this year to Bt189m, on higher points of sales and new products, sees record high profit in 4Q20.

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