BCH sees solid yoy growth in 2Q22, on easing covid situations, boosting non-covid related traffics and oversea patients, firms on Bt17b revenue target this year, +104% vs 2020 and 1mil social security patient contract.
BGRIM anticipates 2Q turnaround from repriced Ft, improved feedstocks mgt, eyes M&A renewable power to diversify portfolio.
CRC sees 20% revenue growth after covid eased, boosted SSSG and Omni Channel higher, sets Bt18b-Bt20b capex to expand and renovate branches at home and abroad.
Comment: Big boys will keep going and going and going
GUNKUL’s firm on 1,000MW target in 5 years, well prepared in 9 areas for windfarm bids.
Comment: Watch them take the market, well-positioned with the right partners.
MICRO branches out from used commercial vehicles HP to motorbike HP, expects momentum picking up in 2H as demand from delivery riders grow post rainy season.
SAWAD keeps 20-30% loan growth target, supported by Bt10b motorcycle loan port at SCAP, continued fall in NPLs from current 3.36% in 2Q.
Comment: Growth isn’t an issue, the only q is the cap rate.
TAKUNI upbeats FY22 outlook from contribution of 34.9% holding in O&G engineering subsidiary (CAZ), tailwind from industrial/transport/household LPG sales.
Comment: Well hello, O&G engineering!
THANI revised up full year loan book to Bt54b after logged Bt 49b 1Q22, revised up new loan this year to Bt28b from Bt26.4b prior, target NPL <3% at end of year.
Comment: Just nuts growth.
UBE reaffirms solid 2Q from strong sales of gluten free casava flour, tapioca starch, organic agricultural products supported by int’l food exhibition, THAIFEX, event during May 24-28.
Comment: All the food players moved today, I look at UBE as a better version of TWPC with margin expansion.