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)

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.