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42 articles for Khon Kaen Sugar Industry PCL
Khon Kaen Sugar Industry PCL: El Niño in 2H23 claims spotlight
Smaller 2023/24 global sugar surplus forecast anticipated. Higher 2H23 El Niño probability to boost global sugar price in 2024. Anticipate a YoY solid rise but a QoQ drop for 2Q23 earnings.
Prasit Sujiravorakul @ Bualuang Securities 21 March 2023
Khon Kaen Sugar Industry PCL: Beat our estimates; a YoY core profit jump expected for 2Q23
Overshot our model by a mile. KSL posted a net profit for 1Q23 of Bt538m, up 62% YoY and 869% QoQ. We model a Bt500m core profit for 2Q23.
Prasit Sujiravorakul @ Bualuang Securities 13 March 2023
Khon Kaen Sugar Industry PCL: El Niño-led play in 2H23 through 2024
Increasing odds of El Niño in 2H23—drought likelihood on the rise. High correlation of sugar price to El Niño and KSL’s share price. Six-year high of global sugar price.
Prasit Sujiravorakul @ Bualuang Securities 6 February 2023
Thailand: Agro & Food - Keep a close watch on stronger El Niño in 2H23
A transition to ENSO-neutral in 2Q23 and El Niño in 2H23. Increasing odds of El Niño in 2H23. El Niño—positive for prices of soft commodities except soybean.
Prasit Sujiravorakul @ Bualuang Securities 30 January 2023
Khon Kaen Sugar Industry PCL: Missed our estimates; flattish YoY core earnings expected for 1Q23
Significantly below our estimates. KSL posted a net profit for 4Q22 (Aug 1-Oct 31, 2022) of Bt55m. We model a Bt350m core profit for 1Q23.
Prasit Sujiravorakul @ Bualuang Securities 9 January 2023
Thailand: Agro & Food - Sugar: A hefty slash in 2022/23 global sugar stocks
USDA’s Nov report—a modest YoY rise in 2022/23 production …. … but a YoY drop in global stocks—positive for sugar price. Stronger momentum of global sugar price in recent months.
Prasit Sujiravorakul @ Bualuang Securities 8 December 2022
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Thailand
Asia
Consumer Durables & Apparel
About
Khon Kaen Sugar Industry Public Company Limited operates as a sugar producing company. The Company offers raw, very high polarization, white, and refined sugar, as well as ethanol business made from molasses and molasses for mixing with oil as fuel for cars. Khon Kaen Sugar Industry serves customers in Thailand.
