AMA upbeats 2H outlook from strong tankers transporting on high season, sees qtd utilization rate at 96-97% vs 95% yoy, expects road transport utilization rate pick up to 85% from 80% end of FY22 driven by logistic demand from PTG, eyes 20-25% FY revenue growth target. Comment: Could be worth a look as PTG has […]
Read More →BCH: reaffirms Bt 13b FY revenue target, sees revenue growth from international patients 50% yoy from robust traffic, expects FY fly-in patients tops 120k. Comment: Every hospital group that had foreign patients prewuflu will show the same revenue growth from international patients. PCC: wins substation project from Metropolitan Electricity Authority (MEA) valued at Bt 85.04m. […]
Read More →BCH’s firm on Bt13b revenue target this year, helped by solid 3Q on seasonal. ICHI sees record sale streak extended in 3Q on higher green tea sales both domestic and abroad, to introduce new Tan San Su favors and expand OEM, raised sale target growth to 20% to Bt7.6b, from Bt7.3b. Comment: One of their […]
Read More →ADVANC sets 4-6% EBITDA growth target, excluding 3BB, expects virtual banking license by 2Q23. Comment: They should exclude 3bb as they can’t pay on time.. BCH reaffirms Bt13b full year revenue target driven by higher IPD & OPD traffic yoy, larger contribution from international patients via 3 hospitals in Chiangrai province due to PM 2.5 […]
Read More →AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]
Read More →ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →ADVANC eyes virtual banking license, after selling remaining stake in AISCB to SCB, aims to capitalize on its >50m mobile and internet customers. Comment: Urgh…can’t think of one digital bank that is actually profitable globally. Prove me wrong if there’s one out there. AMR signed MOU Eastern Pro Water Supply to jointly expand tap water […]
Read More →AMATA launches 220 rooms Nikko Amata City Chonburi together with 2 Japanese partners, Fujita and Japan Overseas. Comment: This is all amata can do, continue to do value-add services to Amata City. ASIAN sets final price for pet food subsidiary IPO (AAI) at Bt5.55/share, 637.5m shares up for RO subscription from Oct 17-21, TISCO FA, […]
Read More →BCH keeps Bt17b FY revenue target supported by recovery domestic & international patients traffic, contribution from social security patients & specialty clinics, upside from Covid vaccine sales as government stockpile depleted. Comment: Not sure why we still need these flu shots… BEC mulls expand in-house studio to boost contents production, reduce costs and save time, […]
Read More →BCH up hospitel capacity to accommodate rising virus cases after long holidays. Comment: Lots of unregistered “positive” cases throughout my network at the moment. Obviously not shown in the figures, and by now you’ll know my viewpoint is that I just don’t care about this. I hope that most people don’t care either. KBANK in […]
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