Sector Update 04/08 – 08/08
Last week, this week, and everyday until the 15th August the market will be (hopefully) determined by earnings releases, although geopolitical events have weighed down on equity markets globally. What was interesting was how Solar related names increased sharply: DEMCO +13% to Bt11.3, SPCG +3.88% to Bt26.75, GUNKUL +5.26% to Bt18, EA +2.82% to Bt25.5, on talks that solar capacity maybe increased to 3,000 MW to 2,000 Mw in the PDP plan that is expected to be proposed on the 15th August.