AOT: Lufthansa extends A380 flights from Munich to BKK until Apr 29 to accommodate strong passenger booking during Songkran Fest Apr 13-15 & Easter holiday in Europe (Apr 20).

EGCO reported 640mw Yunlin offshore windfarm in Taiwan now fully operational, estimate Bt2b p.a. income generating from 26.56% interest in the project (170mw) over the first 5 year.

BCPG reported 4Q24 electricity gen fell to 239.4GWH -24.7% qoq, -4.5% yoy, mainly due to disposal of Japan solar project in Jun, low season of hydro power & reduced electricity output from wind farm in TH.

Comment: A clever fellow commented that he thinks if all engines are firing this name could be doing thb 4 bn in a few years…means a doubling…someone have a look at get back to me thank you.

GULF targets 10-15% FY25 revenue growth target driven by operation of new power gen facilities, the 2nd unit of Hin Kong gas-fired pp in Ratchaburi, also cod of 5 solar farms this year, to buy 1k mw gas fired power plant in the US this year.

Mobilix, a unit of WHA, sets a huge growth target for its EV rental business, aiming to lease a total of 20K EVs by 2029, up from 318 units, to serve customers in IEs.

Comment: They love shooting for the stars and do seem to be hitting them.

Organizer of TH Mobile Expo, M Vision, is expected to record Bt2b in sales of mobile & gadgets during a 3-day event (Jan 30-Feb 2) thanks to Easy E-receipt scheme, CNY and attractive instalment programme: positive COM7, JMART, SINGER, ADVICE, CPW.

Comment: The Easy-E receipt is a boon for phone and laptop buyers..can’t deny it. But there is no difference from the past government stimulus measures.