BGC expects 4Q turnaround from lower bottle production costs as gas & cullet price drops, full quarter contribution of 74mw solar farm, recovery sales volume as demand for F&B grows.
Comment: When Singha Beer sneezes, BGC catches the flu.
BJC’s firm on 4-5% revenue growth target this year, sets Bt10b next year capex for glass melting furnace and BIGC oversea expansion.
Comment: Well…at the expense of margins?
BTS reaffirms 4-5% ridership growth target this year, after a test-run of North Green Line, boosting ridership to almost 900K/day, to book gain from selling Baywater to CPN in 4Q.
DELTA will add 5G & IOT related products in portfolio next year to boost margins and mitigate risk from slow auto electronics market.
DOHOME sees strong growth momentum into next year, sets Bt1b capex for 33 new branches, including 3 L size and 30 Dohome to Go.
RATCH cod 410mw Xe-Pian Xe-Namnoy hydro powerplants in Laos.
Comment: All of these hydro plants are just going to kill the ecosystem of the mekong…but yes more power that Ratch and can sell back to Thailand..
RJH sees solid 4Q from higher patients traffic, allots Bt850m to expand and revamp existing hospitals, eyes 10% revenue growth next year.
Comment: And the latest SSO increase
TPLAS upbeats 4Q outlook from strong packaging sales and wider margins from lower PP & HDPE costs, will launch high grade packaging prods to boost margins, target 20-30% sales growth next year.
TOP sees profitable 4Q on recovering GRM, sets $4.83b 5-year capex, by emphasizing in clean energy (CFP).
Comment: Thai Energy/refin co’s are telling the market to ignore the Singapore GRM spreads as it’s not representative of their margins today. The reason for this is that the SG GRM spread’s are now negative….but Thai energy/refin co’s are doing fine