B upbeats 2H earnings strong warehousing & cargo handling traffic, tailwind from raw water sales business & solar project in Vietnam, in talk beverage producer & e-commerce operator to provide logistic services, expects to wrap up before end of year.
Comment: A smaller logistics play whose earnings woke up this year.
CPW sees advance booking for iPhone 13 jumps 2X yoy, firms on 20% FY21 revenue growth target.
Comment: Well again, look at the time periods of the sales.
EA to deliver 116 E-Bus in October, out of 500 projected this year, to install Ultra Fast Charge at charging stations to cater for large EC.
Comment: We are curious to see how quickly this industry moves in Thailand, or if it is just a 1-2 year hype like the renewable energy schemes were in 2013-2015.
MAJOR to premier Blackpink the Movie on October 14.
PR9 sees solid growth in 3Q on higher surgical cases as well as complicated treatments.
PTT forms venture with Tokyo Gas to expand energy service business providing fuel supply solutions for factories, SPPs & utilities in TH, cod 1Q22.
SNNP launched hemp breadstick & CBD-mixed jelly, reaffirms big jump 4Q.
Comment: I foresee a lot of young office workers spacing out
SVT sets 25% revenue growth target, to boost vending machines to 20K and open 3 new branches, mulls seeking partner to enter Vietnam market.
TNP reaffirms double digits growth 4Q from strong grocery sales supported by domestic spending stimulus, will launch 2 supermarkets in 4Q, target FY21 sales growth >20%.
Comment: Their numbers have continued to impress over the past 2 years with expanding margins.