Company news 📊 CPF.BK Company Background Charoen Pokphand Foods PCL is the CP Group agro-industrial and food platform, the “Kitchen of the World”: animal feed, livestock and aquaculture farming and processing, and cooked and ready-meal food, with production and joint ventures in 17 countries (overseas operations about two-thirds of sales). 1H26 sales were THB 283.9bn […]
Read More →Company news 📊 AWC.BK Company Background Asset World Corp PCL is the TCC Group lifestyle-property platform: hotels and resorts, retail and destination assets, and commercial workplaces, with cash flow from owned operations rather than a pure developer book. On 5 October it set out the AWR REIT freehold recycling platform, with an initial portfolio sized […]
Read More →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 […]
Read More →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 […]
Read More →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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