AH sees strong growth in EV related business next year, with 12-month advanced orders, boosting capacity to 100%, and solid growth in its MG dealership. Comment: Well….EVs are great for the dealers – people will buy the cars, believe that they are great for 1-2 years, then the batteries die off, and will have to […]

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BTS sees no material impact from Bt300m invested in 100m shares of STARK @ Bt3 average. Comment: They’ve had to face a fair bit in the past 6-9 months, JMART, JMT, SINGER all crashing, then the news from the government not paying followed by this STARK. CHG sets up CSG Wellness Center Samutprakarn to capitalize […]

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BAY is also to report today, Bt8.207b 4Q22, and Bt29.84b FY22 consensus. Comment: Perhaps the best managed bank in the country over the past few years. COM7 mulls expanding house brand products portfolio from <10% of mobile accessories sales to >25% in FY23 to boost margin, utilize existing shelf spaces. Comment: so they’re going to […]

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BCP said no conclusion to report takeover of ESSO, while the latter offered no comment. Comment: ESSO has been a potential takeover target in the news for the past decade, I think this is the 5th time I’m seeing it. JMT sets Bt10b capex to add bad debts this year from current Bt300b under management, […]

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ASW in 51% jv with Japan’s Takara Leben to develop a condo projects worth Bt1.35b under KAVE brand near Kaset Uni, their 2nd jv. BGRIM coded 140mw Amata Bgrim Power (ABP1R) co-gen power plant on Nov 29. BJC upbeats 4Q earnings from positive SSSG at Big C hypermarket, surging traffic at mini Big C on […]

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AU upbeats 2H earnings from improved traffic at dessert café as dine-in grows, recovery margin after repriced menu in March, plans to add more standalone shops from current 4 stores to boost grab & go sales, will open 2nd HK branch next year. Comment: Perhaps one of the last lagging f&b/tourism plays. J keeps 10-15% […]

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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 […]

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