BCPG sees growth momentum into 3Q on seasonal, sets Bt40b 5-year capex.
ICN’s firm on 10-20% revenue growth with 10% net profit growth, supported by Bt1,962m backlog, eyes 3-4 new contracts worth Bt1b.
MINT said its franchise is from Sizzler Australia, nothing to do with Sizzler USA which has filed for bankruptcy.
Comment: No impact for MINT, their main issue are naturally the tourism/traveler figures.
SAWAD sees solid 3Q on rising interest income, fees, and lower provisions, firms on 20% loan growth target, after securing Bt20b soft loan from GSB.
SCGP, a unit of SCC, sets Bt33.50-35.00 price range for 1,127.6m share IPO during September 28 – Oct 7, listing in October.
Comment: Will the story that packaging growth is massive overcome a relatively high valuation?
RML eyes 1 hotel acquisition, 3-4 stars worth Bt1b, by end of year.
Comment: It’s a game a lot of investors are waiting for, all dependent upon when the banks are going to rationalise their loan books.