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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Given that I’ve been rather active in Vietnam for the past 6 years, I think it’ll be an interesting exercise for me to include a SITN for news from VN companies. As with the Thai ones, it’ll keep me on my toes, and perhaps you’ll get something out of it. {DGW VN} has approved to […]

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