GLOBAL: reaffirms 15% FY22 sales growth target supported by shopping tax rebate stimulus in 1Q, positive SSSG yoy, contribution from Indonesia and Cambodia, mulls tap in Lao, Phil, Myanmar market. Comment: Consistently surprised by the growth in this industry throughout the region MTC: reported 3 tranches of CD total Bt 4b carrying interest rates of […]
Read More →{CII VN Equity}Â VIAC (No. 1) Ltd Partnership, which relates to BoD member Nguyen Hong Son, registered to sell 5.5mn CII shares via order matching and block trade methods from Feb 25 to Mar 25. If successful, its stake would be decreased from 3.01% to 0.71% (1.69mn shares). Comment: Here’s the amusing thing in VN, […]
Read More →DELTA: expects chips & parts shortage to improve 2H22, plans to invest US$ 120m for new plant in India & expansion in TH, eyes 10-20% revenue growth target, will curb costs to buffer margin. Comment: Still trading at 70-80x earnings….. SNC: anticipates 1H turnaround from recovery demand for account parts upcoming summer season, higher OEM […]
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