BDMS to spend Bt85.6b to buy BH’s shares at Bt125 each.

Comment: Boom! Another one

CPN mulls cutting rental rate for tenants at 8 malls from total 34 that were severely impact by the virus, scraps 8% FY20 revenue growth target.

Comment: I wonder at what point do office buildings begin to reduce rates, there’s a lot of supply coming online over the next 2 years.

GUNKUL upbeats outlook from EPC contract on hand, contribution from solar business, expects to get more turnkey projects this year, eyes 25% revenue growth target above Bt9b.

Comment: Part of me thinks that companies related to government spending should perform ok relative to everyone else given that they should relatively secure in terms of business.

PTT tones down 1Q20 turnaround, earnings likely to hit from stock loss, expects avg oil price at US$58-59/bbl vs US$62/bbl 4Q19.

Comment: Everyone’s 1Q20 is going to look awful, awful and awful. Although expect to see all companies talk about a turnaround in performance in the 2H20 

SC maintained Bt17.8b FY20 revenue target from condo transfer & recurring income, sets Bt3b capex to add 5 hotels in portfolio, in talk to buy apartment in Boston

Comment: Still decent targets, no idea why on earth they want to go to Boston….management’s pet project?

TFG firms on 10% full year revenue growth target from healthy chicken & swine price, seeks to boost feedmill sales to balance revenue mix, allots Bt3b budget to expand farms & feedmill production plant.

  1. peter satrapa-binder

    regarding: Comment: Everyone’s 1Q20 is going to look awful, awful and awful. Although expect to see all companies talk about a turnaround in performance in the 2H20

    if they do so, it would be a little bit to early to announce this. nobody knows yet where this corona virus issue is going. it could well last much longer than only 4-5 months…

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