Stocks in the news (aav, banpu, bcpg, nrf, ptg, tnp, uniq) 01.12.20

AAV sees 4Q average load factor back >80% from 65% in 3Q, Chiangmai, Chiang Rai & Nan logged 90%, 42 aircrafts out of 62 entire fleets on operation, 4Q ticket price QTD +10-20% from Bt996/ticket in 3Q.

Comment: Yup though ticket prices are far higher than 996 on the weekends. Rumours have it though that they will be announcing another buffet deal.

BANPU to wrap up acquisition of gas-fired powerplants in the US 1H21, while realizing revenue from 2 wind-farm powerplants in Vietnam and solar-farm Japan.

Comment: It’s the coal price movement I’m more interested in. They’ve increased +20% (indo + oz) in the past 1-2 months.

BCPG sees 30-40% EBITDA growth next year, after 20% this year, sets Bt18b capex for M&A for immediate revenue recognition.

NRF raised holding in City Food to 100% from 15%, expects benefits from larger products portfolio thru Classic Thai’s seasoning,…

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