ASIAN raised revenue target to 22-23% or Bt11.6b, from 19% or Bt11.2b, on higher growth in pet food, tuna business, weak THB, and gain from 10% AAI stake sale in 4Q, boosting GM to 19%. Comment: Just outstanding BRI reaffirms Bt11b FY sales target, 50% of Bt2.19b outstanding backlog to realize in 4Q, will launch […]

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AJA said EV bike sales to exceed 3K in 3Q, with price ranging Bt40-100K, mulls revising sale target to 6K for Bt240m and 30% margin, sees big growth in years to come. Comment: Normally I’d say – love the story – but when i see a company like AJA getting into this….I just think…ah no…., […]

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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 […]

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AMATA anticipates strong industrial land sales at 410 hectares Amata Smart & Eco City in Natuey, Luang Namtha province supported by improved accessibility via high-speed rail Laos-China, FDI relocation from unrest in Myanmar, 3,750 acres in Amata Chonburi & 960 acres in Amata Rayong able to accommodate FDI demand, target 400 acres land sales this […]

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