CPN plans to open 3 new mixed-use projects over next 3-yrs at a cost of Bt13.9b, and renovate 12 other malls, keeps 12-13% rev growth t/g for this yr.
EKH sees full yr rev growth exceed 8-10% t/g from strong patients traffic and higher capacity of IPD patients (+60 beds yoy), will cod child health clinic from Nov, expects big jump next yr.
MCS expects to sign additional 2 contracts from JPN clients to supply 60k-70k tons steel module before eoy as demand for earthquake & storm protection grows.
Comment: The phoenix rises?
NYT branches out from Roll on/Roll off pier services to cargo mgt & warehouse rental biz, aims to mitigate risk from auto exports downturn.
Comment: At the end of the day the global auto slowdown is going to hurt this monopoly player.
SIRI sets 2H condo transfer t/g at Bt12.3b, firms on Bt12.3b condo presales, to open the Best Petchburi-Thonglor worth Bt2b Nov 2-3.
Comment: I’m seeing that SIRI has several issues on sales and transfers at the moment.
WHART’s hoping to wrap up its 4th capital increase worth Bt4.88b by eoy, boosting assets to Bt38b and targeting Bt50b in 2 yrs, and keeping yield at >4.4% after fund raising.
Comment: Just a continuation of what they’ve laid out a decade ago and well done to them achieving it