INET sees FY21 revenue from cloud services +50% yoy from remote working, online platform expansion & paperless adoptions, will estimate Bt4.5b IFF (DCREIT) offering in 2Q.
Comment: I still don’t understand why any private enterprise would bother with INET.
IRPC upbeats FY21 earnings from wider chem spreads yoy, stock gains & improved sales vol supported by demand for med supplies production.
Comment: Spreads spreads spreads
PTTEP revised up FY21 gas sales volume to 405k bblpd from 398k previous guidance, strong gas production growth from recent discovery & improving LNG selling price support FY21 earnings.
Comment: Hello oil prices.
SCC mulls listing of subsidiary, SCG Chemical, next year.
Comment: Because that’s when the spreads may peak.
TKS expects big jump 1Q from hidden value of 38.51% holding in IT components distributor (SYNEX), Tabloid.
Comment: Every once in a while this name wakes up.
TPLAS target FY21 sales growth >10%, sees healthy demand for doggy bag, food packaging for take away & delivery services.
TTA sees healthy freight rates from demand/supply mismatched, expects positive momentum carry thru FY22.
Comment: Interesting point from a CEO of another drybulk. The pent up demand was settled in 3Q20 therefore what we’re seeing now may be from the IMO2020 implementation (and several other factors)