BH: anticipates rec high profit this year, sees int’l patients reached 65% of total rev above pre-Covid level, visa-free scheme for Chinese sets good tone for 4Q.

Comment: Yes of course.

ERW: completed acquisition of 3 budget hotels in JPN, comprising of 2 project in Iidabashi & Ueno Tokyo and 1 project in Kyoto, target cod 1Q24.

Comment: And now we wait to see the spin off for the HopInn entity

PLT: signed 15 months-time charter contract w/ Spore O&G trading co., Apex Energy Int’l, will start realize revenue from Oct onward.

SAMTEL: awards procurement contact form Custom dept valued at Bt 371m.

Comment: The return of Samart Group under this government?

WARRIX: upbeat 2H earnings from new launched national team collection, larger sales channel via modern trade & e-commerce, jump start orders from gov’t agencies aft new fiscal year kick-off from Oct, mulls tap in Malaysia & Cambodia market.

Comment: He does want to target more national teams

IVL-AWC-SNNP are among top t/g for window dressing quarterly end next week after steep decline from end of 2Q, Thunhoon.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.