CPF’s expected to report all time high quarterly profit in 1Q21 at Bt7,644m, +25% yoy, on higher swine sales, contribution from CTI and Lotus, mulls introducing plant-based products locally, Tabloid. IHL sees 20% revenue growth this year, on rising orders in leather products and pet foods. Comment: We’re wondering how big a jump in auto […]

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ADVANC targets 1mil new 5G customers, 1.6m home BB internet this year, sets Bt25-30b capex to expand networks, sees low single digit growth in service revenue. BAY’s auto loan unit, Ngern Tid Lor, submitted filing to SEC to sell IPO 1.043b shares. Comment: Now we’ll see behind the curtain of one of the largest players. […]

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DCC to tender RCI at Bt3.9/share for delisting, MAY-KE is agent. Comment: Took them long enough, the son waited for the father to step down to get this done? FSMART announced partnership with SABUY, offers e-wallet top-up via its “Boonterm” machines, sees synergy from tech sharing & payment platform, will jointly expand digital payment network […]

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EGCO’s confident of growth this year, supported by 500-600MW rise in capacity, including 272 MW from Linden Cogen in the US, which will contribute from 2Q21. CHG reaffirms solid 4Q20 from strong OPF & IPD patients traffic, Respiratory Syncytial Virus (RSV) outbreak in infants and young children and tailwind from SSO patients. FSMART plans to […]

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ADVANC sees significant surge on data traffic during December 25-January 1, 21 as media usage and online shopping jumps on travel restrictions, expects momentum continue from WFH scheme on fresh round of pandemic. BEC: Silchester international cuts holding by 0.25% to 4.9938% of total outstanding on December 30. GUNKUL reports disposal of Iwakuni solar projects […]

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CPF sees the highest net profit in 10 year this year. after recording Bt19.6b in 9M20, while expecting to book Bt2b gain from acquisition of swine business in China. Comment: One and done. CRC expects to return to pre-covid next year, while acquisition of COL will boost overall revenue up 4-5%, sets Bt10b capex for […]

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BM anticipates solid turnaround 2H supported by recovery parts order from Kubota as workers migrated back from metro to province of domicile due to Covid, in talk Nestle to supply food trucks to create jobs for disables, Bt250m out of Bt500m backlog to realize in 4Q, expects to get more electrical conduit & telcos box […]

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BANPU: completed acquisition of Barnett shale gas asset in the US on October 1, will book immediate contribution from 4Q20. Comment: Urgh….. BGRIM: signs MOU with Provincial Electricity Authority (PEA) to jointly expand SPP, smart microgrid and renewable energy. CBG: expects to report quarterly record high profit in 3Q from increase market share of Woody […]

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BANPU upbeats 2H earnings from higher coal sales volume and selling price on improving econ activities, sees more upside to coal price from restocking ahead of winter. Comment: If was a pure coal play I would be in it. BBL: SSO raised holding by 0.0118% to 5.0097% of total outstanding last Friday, SEC filing. BJC […]

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A committee to nominate the BOT’s new chief will consider the qualifications of the 4 applicants on June 25, who will then be required to present their visions on June 29. Comment: I filled out the application for fun, didn’t send it in…could’ve been amusing. Now seeing how poorly its being run perhaps I could’ve […]

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