BCP: subsidiary, OKEA ASA, completed 3 O&G fields transfer from Norway O&G operator, Wintershall Dea, will realize revenue from November 1.
Comment: Not sure on the pricing, but it’s going to be a great few years for O&G (main risk is if the american government allows o&g firms to start drilling again….)
BH: cod-ed corneal transplant center, sees growth from advance eyes treatment.
BTG: agri foods producer, Betagro, debut IPO 434.8m shares at Bt 40 apiece, BofA, Phatra & Bualuang joint-leads.
Comment: A $hit IPO. 9x pe based upon high chicken and pork prices and an inflated “bio asset value”
KKP: anticipates FY debt consolidation loan +22% yoy, sees opportunity from existing good record borrowers.
STI: signed a Bt 40m consultancy contract for Nong Khai-Vientiane cross-border rail projects.
Comment: They’re going to keep winning new projects