AH sees solid 2Q on recovering auto industry, momentum into 2H, boosting revenue this year >Bt21b, mulls new MG showroom in Prathum later this year. Comment: A call with the owner said that the Just-in-time processes remain the target. AP sees record 1H21 on rising demand for horizontal projects, expecting Bt20,000m in transfers, Bt17,817m pre-sales […]

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AWC reports advance booking topped 50% capacity of hotels in Phuket, expects positive OCC carry thru 4Q, eyes M&A to expand portfolio. Comment: Why them? They have scale, the 1 hotel operator/owner is dead (unless they are your favourite boutique). Capital will flow to the big boys. BBL, Sunway, Linklogis will jointly apply for a […]

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BCH’s confident covid tests could reach 500K in 2Q, after 300K tested in April-May, vs 390K in 1Q, while the country’s doubling of Moderna quota to 10m doses should also help boost 3Q earnings. Comment: And they are increasing the fee’s for the COVID patients. CCET to temporary halt operations at Petchaburi plant from May […]

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AGE sees upside to earnings after logged Bt121m in 1Q +193% yoy, reaffirms higher coal sales volume yoy on higher industrial activities, tailwind from logistic business boost earnings. Comment: Commodities, boom, they’re benefiting from the inventory gain. BCH kicks-off bookbuild on Moderna vaccine upcoming Wednesday, will finalize demand in 1 week, sees positive 2Q earnings […]

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CMR sees 100% OCC at Lanna 1 & Lanna 2 hospital in Chiangmai, will cod 200 beds Lanna 3 hospital in 3Q, lifts total to 410 beds, target FY21 revenue growth no less 30%. Comment: Making bank. Unless ppl have amazing insurance or are at a state hospital, people are going to suffer with payments […]

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AS sets 15-20% revenue growth target this year, targets 12 new games on mobile and PC this year, ready to expand oversea, sets Bt150-200m capex for IT system and buying new gaming rights. Comment: I still think their earnings peaked in 2020. BCH’s associated co has received a permit to import vaccine, targeting mid-year for […]

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AEONTS reported 3Q21 (end of November ,20) at Bt1.01b +1.9% yoy, beats Bt815m consensus, thanks to lower than expected credit cost & wider than expected NIM, revenue from bad debt recovery improved 19% yoy & revenue from overseas subsidiaries +18% yoy, NPL stands at 4.3% from 3.9% end of 2Q21. Comment: Look at these numbers […]

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BCH: mulls petition for additional 10k SSO patients quota, roll out One Day Surgery (ODS) service to boost traffic and margins, will cod 2 new hospitals January 1,21 (Vientiane in Laos and Prachinburi), sees less capex next year, eyes 10-15% revenue growth target. DELTA, BAM and COM7 are expected to be added to SET50 for […]

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BCH expects windfall from Social Security Office’s plan to offer members age >50 to recover quadrivalent influenza vaccine cover A/H1NI, A/H3N2, B1, B2, Bt450/shot announcement mid-October, valid from October 15 till Dec 31, expects Bt450-500m contribution from the campaign. GULF’s capital increase seen 1.26X oversubscribed, collecting Bt32b in fresh capital, keeps Bt110b investment plan for […]

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BCH sees record high 3Q on seasonal, new hospital, higher SSO payment, and foreign patients. Comment: Where are these magical foreign patients? Perhaps I count as one of them… CPN anticipates 2H turnaround from lower rent cut to 20-30% from improved traffic at malls to 80-90% compare to pre-covid level, sees overall OCC still healthy […]

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