CIVIL sees higher than expected revenue growth to Bt10b, from Bt6b earlier forecast, and from Bt5b last year, seeing resumption of projects and constructions after 2 year hiatus during covid, eyes participating in bid for Bt14b Kratu-Patong expressway in Phuket.
EA to gradually deliver 800 E-bus in 2H22, after acquiring Smart Bus, while setting Bt2b capex to expand EV charging stations to >1,000 by end of year, to boost quick DC charges to 1,900 from current 440 charging bays.
Comment: “gradually deliver” what does this mean? Delays, costs going up etc etc. The price of producing an EV car has increased by 25-30% purely on commodity prices alone. But if the government is hell bent on this, stock up
KWM upbeats 1Q earnings from recognition of agricultural parts backlog, 50k disc harrows orders pending to realize, in talk Siam Kubota to supply OEM agricultural machineries equipment & spare parts, eyes 10-15% revenue growth target.
MICRO target FY22 new loan topped Bt3b, loan book >Bt5b by end of year, jump start construction post lockdown & fast growing logistic accelerated demand for commercial vehicles, tailwind from motorbike hire-purchase, established subsidiary to expand nano finance & motor insurance broker.
Comment: Only thing holding the share price back is the worry from retail investors that the BoT will lower the cap on rates
PF affirms Bt4b 1Q22 property sales target, hiked selling price by 2% to incorporate construction costs, keeps focus on upmarket SDH..
Comment: Only 2%? They are going to make their construction cos go bankrupt.
TRUBB anticipates big jump this year from higher rubber sales volume yoy, 12 acres hemp farm in Chiangmai (Thaitex CBD smart farm) to begin harvest in July, expects FDA grant cannabis license before eo-1H, target indoor farming in May.