CHEWA upbeats 1Q earnings from strong transfer of home office projects, Hallmark Ladprao, sees recovery demand from SMEs clients, Bt1.61b out of Bt2.17b backlog to realize this year, firms on 50% FY21 revenue growth target above Bt2.5b.

Comment: Basically has gone nowhere.

CHO rolls out prototype of 2nd gen EV London Taxi, will official debut at Smart City event in Chonburi on March 30, expects 1,200 units delivery next year.

ORI sees solid 1Q21 on transfers of 10 newly completed pjs worth Bt13b, have secured Bt4b presales 2M21, account for 15% of Bt29b target set for this year.

Comment: This group is fantastic at the leverage upon leverage upon leverage game and yet they still don’t need to raise capital. Boggles my mind.

NOBLE reports 60% of its Nue Bangna sold out during 2 weeks of launches, hoping to secure 100% by 2Q.

Comment: The question here is 60% of the total project or of the launched units for sale (which may only be 1/3 of the total project)

NDR sets 15-30% revenue growth target this year to Bt800-900m, with plan to add new products and expand in Indonesia and Vietnam.

NNCL reaffirms solid 1Q turnaround from higher utility & steam sales from improved activities at industrial estates and land transfer, expects another record high profit this year from full year recognition of 185mw capacity, in talk partner to develop 60mw NNEG powerplants phase 3, will finalize deal within 2Q.

PDG targets FY21 revenue growth >10% from Bt630m last year driven by food packaging, PET bottle sales from recovery consumption supported by series of cash handout & tourism stimulus, will expand coverage segment to pharma, cosmetics, health supplements container to boost margins.

SAPPE signed MOA with Thai Hemp Wellness in projects to promote hemp plantations to ethnic groups in Chiangrai, so it can capitalize and expand hemp related products.

Comment: Bam bam bam. That sweet weed.

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