BIZ signed a contract with 2 public hospitals to supply LINAC (Linear Accelerator) for cancer treatment total Bt340.6m, lift backlog above Bt1.8b.
COM7 upgrade www to boost online sales and diversify risk from solely rely on branches, expects positive sales momentum from Apple & gadgets sales carrying thru holiday season, maintaining 10% full year revenue growth target.
CRC and CBG are expected to be added to FTSE All World index, to be announced August 21.
KBANK sees credit card spending ticked up since May, July alone topped Bt27b evenly matched with Jan’s card spending before lockdown.
Comment: Sure, shopping centers opened up…
KCE: BBLAM cuts holding by 1.0231% to 4.6655% last Thursday (Aug 13).
RBF upbeats 2H earnings from contribution of newly opened Indonesia ingredient plant, recovery sales from demand from hotels & F&A from reopen, eyes 10-12% revenue growth target.
Comment: Love the business, hate the hotel part (though very small).
SABINA sees solid recovery in 3Q after reopening shops, sets 15% online sales contribution.
Comment: Apparently sales are now 90% of pre-wuflu levels.
SISB expects better 2H after school reopening in August, sets 5% new admission target.
Comment: Could we see parents trading down from NIST/ISB/BPS etc etc to SISB?
TPOLY wins contract to build clinical anatomy for faculty of medicine, Ramathibodi hospital worth Bt749m.
Comment: But they have yet to deliver with earnings…
UAC reassures solid 3Q from strong contribution of biodiesel JV unit, Bangchak Biofuel (BBF), after regulator (ERC) replaced std diesel to B10 from B7, will bk Bt71.78m dividend income from BBF 1H20 operation on September 9.