AS sees >100% growth in revenue this year, plans 6-10 new games next year, hopes to resume dividend payment mid-2021, sets Bt100-150m capex for Vietnam and Indonesia expansion.
Comment: You’ll probably see a quarterly decline in revenues.
AUCT upbeats 4Q earnings momentum from accelerating traffic at auction yard as Leasing & Banks purge repossessed vehicles before end of year, MTD 38 vehicles auctioned, firms on 10% FY20 revenue growth target.
Comment: Definitely supply of vehicles for auctioning have increased. And for AUCT it doesn’t matter if the value of the sold vehicles has dropped, as long as the # of transactions has increased.
BCP target 100 new petrol stations next year, 56 new EV charger stations in 1Q21, and boosting Intanin coffee joint to 855. Plans 39 days shutdown in 1Q21 to debottleneck cracking capacity, target 100k bblpd from 2Q onward
CBG sees…
