BCP sees recovery in fuel sales, after boosting refinery output to >120K bbl/day, sees growth in marketing business, plans to add 80-100 retail stations, boosting total to 1K by end of year, sets Bt39b capex for this year. Comment: There’s still plenty of room for BCP to grow in the retail business. BDMS plans Bt23.5b […]
Read More →AQUA sets Bt120m for max 200m share buy back from June 1 – Nov 30 Comment: Oddly rather consistent figures over the past 5 years. COM7 sees >20% revenue growth target, on track to open >150 new outlets this year, bringing overall to 1,200 by end of year, expanding online and game as well as […]
Read More →BIS: veterinary medicines & med devices distributor, Bioscience Animal Health, debut IPO 94m shares @ Bt6 apiece, Maybank leads. Comment: An interesting business model and industry. But more importantly small name big first day POP GUNKUL: in talk several developer partners to sell & install EV charging station in condos & residential compound, more turnkey […]
Read More →HTECH expected its product “cutting tools” will gain more order from hard-disk drive, data center, expecting to increase its capacity 3-4 folds from current capacity as well as sales revenue to grow 10% this year Comment: They were supposed to be the beneficiary of crypto miners, but that story appears to be finished. GUNKUL to […]
Read More →BCH will book Bt3b revenue from Moderna alternative jab this year, target Covid-related services revenue +104% yoy as caseloads jump, upside from higher SSO patients quota yoy, allots Bt920m capex to revamp hospitals, expand labs. Comment. Would love to know the profits from this one…. GUNKUL-JMART-SINGER form venture, JGS, to offer solar turnkey solutions from […]
Read More →CBG anticipates FY22 sales turnaround on improving domestic consumption, recovery CLMV & China sales, will launch CBD mixed drinks before eo-1Q, 2 functional drinks in April, firms on 20% revenue growth target. Comment: Sales turnaround? Revenue this year is ontrack to be equal to 2020 and higher than 2019. JMART sets 50% profit growth target […]
Read More →Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]
Read More →AS mulls introducing 5-6 new games next year, sets 15-20% revenue growth target, while exploring expansions in Vietnam and Indonesia, firms on 15-20% revenue growth this year, with 30% growth in game mobile. Comment: Let’s see about this…. GUNKUL sets 20% revenue growth target next year to Bt10b, target winning 7-10% of Bt50b EPC works […]
Read More →BBIK: Bluebik Group, online business consulting, big data & advanced analytics, digital solutions debuts today, 25m share at Bt18 apiece, Yuanta leads. Comment: And that was a great first day for this thai “Tech” name. Have a look around the market and the valuations these guys are now trading at, not nasdaq level though…or yet….? […]
Read More →Notable Transactions Buy(s) THB 71 mn N/a Sell(s) THB 1.16 bn ERW – A YUGE block, I suspect it’s to a family holding co. PSL – The CEO dumped 10% of his holdings or THB 200mn +, retirement in 2-3 years is expected. Question is, does this selling remove the support the share price has […]
Read More →