CPF sees the highest net profit in 10 year this year. after recording Bt19.6b in 9M20, while expecting to book Bt2b gain from acquisition of swine business in China.
Comment: One and done.
CRC expects to return to pre-covid next year, while acquisition of COL will boost overall revenue up 4-5%, sets Bt10b capex for branch expansion, land acquisition and system upgrades.
Comment: Perhaps on a profit basis. It’s a roll up of power, all their small comps are gone.
MCS eyes record high revenue target above Bt5b next year supported by 170kt steel module backlog pending transfer to complex of 3 skyscrapers in Japan, Toranomon Azabudai Roppongi hills, thru FY22, no capex plan for next year as 105ktpa capacity from Thailand, Xiamen & JPN plants sufficient for future projects, expects to get 4-5 contracts next year total 80kt.
Comment: Just look at their A/R and inventory to…
