ASIAN target Bt10.6b revenue target, +12% yoy from feedmills & PET food business, will spin-off PET food unit (AAI) on SET in Oct, pays Bt 0.4, XD May 18.

Comment: Wondering how much value this spin off is going to add.

CHG anticipates solid 1Q from cod of heart disease clinic, harvest period from 2 hospital cod-ed last year (Chularat 304 & RPC), higher quota on SSO patients, Covid related services rev, pays Bt0.17, XD May 5.

JWD target 15% revenue growth target from larger clients base on cold storage business, new facilities under joint investment with TU to cod in Dec, mulls investing Bt170m in Eastern Sea Laem Chabang terminal operator (ESCO).

Comment: No longer the undervalued gem that it was pre covid.

OSP maintained double digits revenue growth target from Bt27.2b last year, sets Bt1.5b capex for production efficiency upgrade to protect margin, will launch OSP-Yanhee hemp-mixed drink & new flavor of M-150 energy drink before eo-1Q.

Comment: This story has been in the news for a while….now with such high commodity prices, whats the cost impact going to be on OSP?

SMD target 50 ATK vending machines installed in public hospitals by end of March, expects Bt45m contribution/month, tailwind from ATK distribution via 7-11 to boost earnings, sees healthy demand for critical care med supplies & CPAP respiratory ventilation.

Comment: I hope they go bankrupt.

SPALI sees 2M22 residential sales +20% yoy, maintained launch plan at 9 projects total Bt14b in 1Q.
SPALI: K-ASSET, cuts holding by 0.194% to 4.8154% of total outstanding on Feb 23.

Comment: It’s been one of the better managed real estate players in Thailand over the past 2-3 years and is probably going to take the market from the non-listed players that have fallen to the side.

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