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Friday, May 3, 2024

Stocks in the news (bch, delta, bam, com7, centel, cpf, ea, hana, impact, jkn, leo, ncap, samtel) 26.11.20

BCH: mulls petition for additional 10k SSO patients quota, roll out One Day Surgery (ODS) service to boost traffic and margins, will cod 2 new hospitals January 1,21 (Vientiane in Laos and Prachinburi), sees less capex next year, eyes 10-15% revenue growth target.

DELTA, BAM and COM7 are expected to be added to SET50 for 1H21 upcoming reshuffle announcement mid-December, Tabloid.

CENTEL sees QSR revenue back to 80% of pre-Covid level, ramp up hotel promo to capitalize opportunity from domestic travel stimulus and boost OCC upcoming holiday season.

Comment: And their market share of QSR is probably up 20-30%, as would be the case for the majority of large QSR co’s

CPF may book Bt2.4b extra item if can wrap up swine business acquisition by 4Q, firms on solid 4Q on higher meat price.

Comment: Financial shenanigans’, core business is driven by commodity prices, and vietnam…

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