BCH sees solid 1Q20 on higher SSO patients, on track to open 90 beds new hospital in Sa Kaew, firms on 10-15% revenue growth target this year.
Comment: Excl. BH and BDMS I think the rest of the hospitals are going to be ok.
EPG said its unit in the US, Aeroflex USA, is operational as normal, as its insulation products are deemed essential for insulation, food and drug industries.
Comment: Right…but they still have a demand issue for 50% of the business, however margins should be quite good with oil prices at these levels.
ICN sees limited impact from the pandemic, keeps 20% revenue growth target, supported by Bt1.3b backlog, of which Bt800-900m will be realized this year.
JAS may pay as much as Bt1.48 extra dividend, a 30% yield, Tabloid.
Comment: That would be quite something