CPF sees solid performance this year, boosted by contribution from swine business in China after acquisition of CIT, cost control and recovering global economy, mulls plan to add hemp and plant-based protein products.

OR expects oil sales this year to be close to last year at 27,000m liters on higher demand, plans to raise EV charging stations by 100 to 300 by next year.

Comment: A call I was on indicated that there will be some 200 EVs by 2025 and the person presenting gave a simple comment, “do you have a gas station at home? No, but now you can just plug in your car” Granted I have many thoughts re this change, but that simplistic comment along with others just made me go hmmmmm.

SISB sees strong 1Q21 after raising fees and reopening of campus, raises revenue growth target to 20-25% from 10-15% earlier, to open Thonburi campus in August.

Comment: I wonder how long parents are going to put up with these constant private school price increases. Granted I am the product of these from multiple countries, parents don’t have a choice in this region.

TOA sees 10% revenue growth this year to Bt17b, sets Bt500m capex to improve software & tech.

Comment: Their margins are going to be squeezed due to the increase in oil prices.

TVO sees 5% revenue growth this year on price and rising demand, after global productions reached multiple year low, sets Bt200m for machine enhancement.

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