AAV’s 1.714b new shares from RO 5.7625:1 @ Bt 1.75/share tradable today. Comment: Apparently the WHO has said that they recommend for countries to relax travel restrictions and remove the vax passports last night, hooray! BA to resume 2 daily flights from SIA to Phuket to support sandbox & sealed route scheme from February 1. […]
Read More →ACE upbeats FY22 outlook from 250mw capacity on hand, full year recognition of 9.9mw biomass power plants cod-ed November 21, will sign 59mw community power PPA with Provincial Electricity Authority (PEA) by eo-1Q. CWT sets >10% revenue growth target this year, on power business and leather seats, expected to see big jump in orders, tracking […]
Read More →BGRIM to import 650K tons of LNG via its right to PTT’s terminal under an 8-year contract, to supply SPP replacement. BRR target 30% FY22 revenue growth driven by higher sugar sales volume yoy, sugarcane ecoware packaging & utility sales, will expand RDF fuel business this year. EA sets 20% revenue growth target this year, […]
Read More →GULF in MOU with Binance Holding to study a digital exchange in Thailand. Comment: Blockchain energy trading? INSET expects windfall from cypto & metaverse boom, sets Bt1b budget to expand data center & cyber security business. Comment: One dream we have is that Thailand is permitted to become the crypto/token hub of the region. HK/China […]
Read More →BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25. DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year. Comment: At […]
Read More →If oil prices race up past 100? Does that break the economy and the market like in 2007/2008 Does high food inflation – or every type of inflation => this government stepping down? Or is Thailand special and such things never happen here? Is the Thai tech train going to continue rocking & rolling? See […]
Read More →Notable Transactions Buy(s) THB 106 mn THG – Has Dr. Boon run out of capital? Normally he’s the one buying. This buyer used to run RAM, just google his name… SMD – A switch between family members Sell(s) THB 88 mn SMD – See above
Read More →Just look at the bolded text – Thailand is a Chinese vassal state. Ministry mulls revision of EV import duties: The Finance Ministry is considering cutting import duties for electric vehicles to make them more affordable. Effort to facilitate greater affordability. The Finance Ministry is considering a revision of the import duty rates for electric […]
Read More →ADB ups production capacity of med-grade plastic compounds by 50% to fill demand from healthcare and capture wider margins. AGE target FY22 coal sales volume >6.5m tons, revenue >Bt15b, 3 new business including industrial boiler installation, cargo warehouse & logistic expected to materialize this year, mulls tap in power business. Comment: Coal isn’t finished. CPANEL […]
Read More →BCPG paid Bt1,070m for 25% stake in Nam Tai for power transmission line in Laos (220 kilovolt). CV expects to conclude jv deal with partner to establish RDF production plant in Vietnam by eo-1Q, 70% of Bt2.4b EPC power plant construction projects to realize this year, eyes 150% revenue growth target. LPH mulls raising hospitel […]
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