CHAYO sets Bt3b capex for bad debt purchase, hoping to secure Bt10-15b in bad debt purchases this year, to wrap up plan to set up a JV in AMC in 2H, firms on 25% revenue growth this year.

Comment: So much money to be made for these players…

DOD to launch CBD based supplements this month, sets target at 50 SKU, sees recovery in 2H to boost FY22 revenue growth by 20%.

Comment: The issue in the industry is that they are making sub standard products…

III in jv with Laos partner for cross-country logistics, to realize Bt300-400m rail transport logistics this year.

Comment: The China-laos-th railway will be a boon for the logistic players

IVL’s firm on Bt600b revenue target, supported by higher IOD spread and demand for PET, to book $50-60m from Oxiteno in 2Q, mulls expanding recycling and packaging business.

Comment: Who wants to make a bet on whether or not cookie munster buys another 1-2 entities this year?

KTB sees growth momentum into 2Q, on track to a Bt30b profit this year, +36% yoy, supported by Pao Tang App, sees lower LLR, on high coverage ratio at 174%.

Comment: For the first time in many quarters, loan growth > deposit growth

LEO’s 1Q NP jumped 233% to Bt90m, the 5th record quarterly in a row, to expand biz collab with China Post and wrapping up M&A deals.

NRF reaffirms 50-70% revenue growth target on improved logistics and contributions from various investments in start-ups, and plant-based protein business in the US.

Comment: They’ve failed in achieving any real target so far, BUT, they tell a great story, and the what if remains.

PTTEP Business Center, a unit of PTTEP, divests its 50% stake in PTT Global LNG to Siam Management Holding co, a unit of PTT, for $127.5m.

Comment: An internal restructuring

SAAM sets Bt400m capex for digital business, hoping to create synergy with its core renewable energy business.

SABINA sees solid qoq growth in 2Q, to launch male products, firms on Bt3,300m revenue target this year.

Comment: I wonder how they are managing with the lockdowns in China – they outsourced all of their mfg’ing to there…and the weaker thb versus yuan. But they are beneficiary in any recovery of low/mid consumer spending.

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Your email address will not be published.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.