BANPU’s preparing two gas-fired power plants in the US to capitalize on an upward trend in forward power price within the Texas market, which are expected to nearly double in 2025.

BCP: Capital Asia Investments cuts holding by 9% to 4.8612% on Mar 5.

Comment: Yes – but it’s been switched between the same parties.

CPF targets 5-8% FY25 revenue growth, supported by improved operation in Vietnam & China, sees no material impact from US tariff on exports as co., supplies all of meat & food products from production facilities in the country, mulls listing Vietnam unit to expand farms & productions to capture consumption on rising economic growth.

Comment: If only, if only, the governance stink that is CP wasn’t on this name and it would be trading far higher.

MGC announced buyback, up to 30m shares (2.7% of paid-up), Bt100m budget from Mar 18 till Sept 17.

Comment: Their earnings are down -50% or so since the IPO back in 2022.

TTB expects transaction of Thanachart securities M&A completed by end of Jul after AGM in Apr, planning to acquire TLeasing from TCAP before end of year, aims to keep ROE within 9-10% range.

Comment: It’s the safest place to hide.

TPBI: local fund, BBLAM, cuts holding by 0.0175% to 4.9914% on Mar 11.