Stocks in the news (gfc, sq, warrix) 20.03.26
Genesis Fertility Center Public Company Limited is a specialized medical service provider in Thailand focusing on comprehensive infertility treatments. The company offers a range of services including preliminary screening, IUI, ICSI, embryo genetic screening, and egg freezing/oocyte preservation through its clinics in Bangkok.
GFC: The Co unveils three strategies to accelerate growth, focusing on expanding its international customer base and aiming to increase the proportion of foreign patients to at least 10%. This includes partnering with private hospitals and clinics in provincial areas to create a comprehensive patient referral network, while simultaneously focusing on cost control to pave the way for sustainable growth.
Comment: Well they’ll have to do something, #’s are awful, the usual customer base is aging (domestic) and the mainlanders aren’t coming and the Indians are not picking up the slack.Â
Sahakol Equipment Public Company Limited is a leading provider of large-scale open-pit mining services in Southeast Asia. The company specializes in soil and coal excavation and transportation, mine planning, and equipment maintenance, primarily serving electricity authorities and industrial clients in Thailand and Laos.
SQ: upbeat outlook on mining solution biz after Energy Regulatory Commission (ERC) ordered Electricity Generating Authority (EGAT) to revive Mae Moh mine to jump start lignite mining production by eo-Jul.
Comment: It should’ve been a decent company, but due to the faffing about at the ERC and EGAT during the military’s time in charge, it’s gone nowhere.
Warrix Sport Public Company Limited is a prominent Thai sportswear brand known for manufacturing and distributing high-performance athletic apparel and equipment. The company holds exclusive rights for the Thai National Football Team jersey and has expanded into lifestyle wear and health/wellness centers.
WARRIX: The Co aims for a 30% annual sales growth, aggressively expanding into the Chinese market and expecting immediate licensing revenue in the first quarter. And also plans to expand its licensing portfolio into lifestyle and concert industries, and is considering partnering with Chinese companies to launch a full range of football footwear. Furthermore, the company is preparing to bid for the rights to the Thai national football team.
Comment: Apply the “really” frame regarding this. “We are a small retail brand in Thailand that is going to be successfully expanding in China” “REALLY?”
Summary Table of Today’s Names
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇