ACC: purges entire holding in Saraburi Solar (SSL) to PM Energy for Bt 272.1m (2.76m shares @ Bt 98.6), transaction is expected to complete within June. ADVANC may acquire Triple T Broadband (TTTBB) to boost its internet broadband biz and level up with TRUE who is in process of merger with DTAC. TRUE has 4.7m […]
Read More →ASIAN upbeats outlook from strong PET food & frozen pre-cook meal sales and tailwind from weak THB, allots Bt660m to up capacity by 6k tons in 3Q, revised up FY22 sales growth target to 19% from 12% to Bt11.2b, OEM subsidiary Asian Alliance Int’l (AAI) on track to list on the exchange this year. Comment: […]
Read More →Notable Transactions – Just go through the list – a lot owners/directors are nibbling back into the market. Buy(s) THB 926 mn KOOL – Looks like the major shareholder increased his stake to 25% via a PP GUNKUL – Not often you see him buying, recently they’ve partnered with JMART and GULF. GULF – Oh […]
Read More →ASIAN revised up FY22 revenue growth target to 19% from 12% after 1Qnp came Bt248m, +15% yoy, sales +35% yoy >Bt2.8b, upbeat outlook on frozen foods & pet food exports, weak THB boosted earnings. Comment: Been impressed by this. DOHOME firms on plan to add 5 outlets this year, sees 2Q SSSG ranging high at […]
Read More →ASIAN target 12% FY22 revenue growth target >Bt10.6b, supported by strong pet food sales, tailwind from frozen & pre-cooked meals, expects margin from HVA products able to offset higher tuna price & packaging costs. BRI reported 1Q22 presales topped Bt2.4b account for 22% of Bt11b full year target, expects sales accelerate from 2Q driven by […]
Read More →ASIAN target Bt10.6b revenue target, +12% yoy from feedmills & PET food business, will spin-off PET food unit (AAI) on SET in Oct, pays Bt 0.4, XD May 18. Comment: Wondering how much value this spin off is going to add. CHG anticipates solid 1Q from cod of heart disease clinic, harvest period from 2 […]
Read More →ASIAN target FY22 sales growth >15% driven by frozen seafood & pet food exports, mulls spinning off pet food unit, Asian Alliance (AAI), expects to submit filing by end of April, listed in 2H. ATP30 sets record high revenue growth target at 25% to Bt600m, 10% NP growth, by using technology to boost competitiveness. Comment: […]
Read More →ASIAN: maintained 10% FT21 revenue growth target >Bt9.4b, supported by Pet food & frozen food export sales volume as demand grows on improved purchasing power, mulls listing canned tuna & fish meal producer subsidiary, Asian Alliance (AAI), on SET next year. CENTEL sees FY22 EBITDA turns positive supported by recovery F&B operation, expects hotel RevPar […]
Read More →ASIAN reassures solid 4Q supported by additional capacity from pre-fried food & pet food production, higher domestic & export sales, will expand frozen food & pet foods to overseas market next year. BE8: cloud sales, service, marketing, application solutions, Beryl 8 Plus, debut IPO 50m shares @ Bt10/share. Comment: Small name, small float, couldn’t get […]
Read More →ACG to open 3 new FAST FIT in BKK from late November, to complete total of 6 by end of year, plans promo in 4Q to boost sales, which should be better yoy overall. Comment: Not to be confused with a gym name, Fast Fit is their version of B-Quik/ACT ASIAN to list its subsidiary, […]
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