BBGI: BCP raised holding by 0.0021% to 45.0014% on Mar 7. COCOCO allots Bt1.5b capex to expand production capacity of coconut juice, plant-based foods & pet food, firms on Bt6.6b FY24 revenue target, eyes Bt10b by end of FY26. DELTA sets $500-1,000m capex over 5-year, with $500m to be spent in TH and India on […]

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BBGI is expected to benefit from higher ethanol & biodiesel sales volume & utilization rate driven by BCP’s larger stations network post ESSO deal. Comment: And wonderfully squeezing KSL Group. BCP expects its buyout of ESSO for Bt55.5b to pave the way for higher revenue, gaining a larger market share in the oil retail business […]

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AH expects parts orders accelerate from vehicles booking during Motor Expo event, FY23 earnings remain intact from battery shield & thrust panel backlog order for Vinfast, axle shaft for Ford, maintain 30% FY22 sales growth target, GPM within 10-12% range, target 10-15% sales growth next year. Comment: Vinfast meh…. AGE targets FY23 coal sales vol […]

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