BCPG’s firm on 30-40% EBITDA growth this year, supported by recognition of 11MW in Thailand and 3 projects with 65MW capacity, to gradually COD from 4Q21, sets Bt18b capex. CPF board approved disposal of fresh foods retail & distribution business to Ek-Chai (Lotus) for Bt861.6m. Comment: This is one to extract cash from a recently […]

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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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BCP: SSO cuts holding by 0.0802% to 14.9595% of total outstanding on May 5. IVL sees positive growth momentum 2H21 from recovery global demand for PET, IOD & gasoline, expects full year PET spread remained high from healthy selling price due to low output from China, sets US$1b capex to revamp plants, recycling business and […]

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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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APCO upbeats 4Q sales after tap in online channel, aiming to expand market share from Bt 20b TH health supplements market, firms on 15% revenue growth this year. BH reported Bt221m, -80% yoy; missed Bt426m consensus. Comment: Or it grew 4x QoQ, annualise that and its cheap!! *note the sarcasm EA’s first shipment of energy […]

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