NOBLE targets launch plan for 11 projects total Bt45b, target topline >Bt11b

Comment: And yet we hear they are having to selling off buildings/units to the distressed funds. Then again who cares? They’ll get the capital back, retire the debt and reinvest into a new project in a “better location”

PRM anticipates strong OCC on FSU from surging demand for restocking, improved Oil & Gas transport activities yoy, firms on 15% revenue growth target.

Comment: This trade has passed. Yes CF’s will look good til mid-year and then…

SAWAD reaffirms 20% revenue growth target, supporting by consumer credit, distressed assets management, car/land loans, insurance brokerages, appointed ex-Summit Capital Leasing chief, Vichit Payuhanawichai, to head Sawad Capital (SCAP), effective March 1.

Comment: I was surprised to see no loan growth in 4Q20, despite the increase in branches…

SSP’s 20mw solar projects on track to cod 3Q21, 48mw windfarm projects in Vietnam expects to cod within 4Q, lifts total above 200mw, anticipates record high profit this year.

STARK target FY21 exports sales within 10-12% from 8% of total revenue in FY20, shifts focus to submarine cable to fill demand for offshore wind turbine & floating solar segment, allots Bt300-400m to revamp plant, target 15-20% revenue growth above Bt20b.

Comment: Want another GULF type monopoly? This is the next one

SVI expects positive sales momentum continue this year from healthy demand for 5G router/recovery components parts.

Comment: SEC chargers against K. Poe are rubbish.

TTA eyes 10-15% revenue growth target driven by improved drybulk traffic, higher freight rate, breakeven on subsea & offshore services on increase activities, sets Bt1.5b capex to revamp dry dock, adds vessels.

Comment: #1 is PSL, #2 is TTA as a drybulk play.

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