AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs.
Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system
BCH sees big windfall from SSO’s plan to up SSO patient fee by 8-10% from current Bt1,640, effective April 1, and 25% price hike for complex cases, with largest SSO’s patients at 1.05m, sets Bt13b revenue target.
KTB sets 3-5% loan growth target, shifting focus from government loans to retails and Pao Tang digital app, with Bt10b lending target this year.
Comment: What’s riskier? Lending to the government or retail?
ITC anticipates big jump after collaboration with Chinese’ petcare partner, Nanjing Jiabei PetCare products, sees opportunity from Bt270b China’s petcare market, aims to boost contribution from China to 80% by end of FY25, firms on 15% full year revenue growth target.
Comment: Overall picture looks great for the industry, zooming in I just don’t know yet…
SABUY: MD, Pitsnu Chokwatana, denies tabloid report on discussion with SVT’s management on share purchase, sees no synergy from collaboration due to same type of business, open for talk if approaching, Mitihoon.
Comment: Because SVT has a real business and SABUY doesn’t?