BAY sets 5% home loan grwth t/g frm dmnd frm foreigners, boosting outstand loan grwth to 7%, capping NPLs at 2.4-2.6%.
COL sets 10% rev grwth t/g frm 5-6% sales grwth at existing B2S stores, sets Bt500-600m capex for 20 new stores, mulls listing of MEB in 2 yrs.
Comment: It’s a bit ridiculous that a company with the name “Online” is being driven by physical stores
HMPRO sets Bt70b rev t/g, +5% yoy frm 8 new stores and 1 relocation, to launch 3 new cards with Krungsri Consumer.
Comment: And the question here is how much more can HMPRO eek out from their own products
PTG launches PT Max Card in partnerships with >100 brands, t/g 20m members within 3 yrs frm current 10m.
Comment: Boom! But so what?
PTTEP had successful drilling result in the Orchid-1exploration well in a field in the Timor sea.
TWPC sees strng 1Q19 on contribution frm Maesot Starch, 452K ton/yr capacity, sets Bt2b 2 yrs capex for 2nd phase tapioca plant in Cambodia, 2 new PP, HVA capacity boost and M&A.
Comment: ASP’s have been rubbish and margins have contracted, so when will the cycle for their agri raw mats turn in their favour?