BANPU in talk to buy 2 HELE coal fired pp (High Efficiency, Low Emmissions), capacity 800-1k mw, expects to conclude 1 deal in 2Q, mulls expand renewable portfolio to 5k mw by end of year from current 4,4264mw.

BGRIM established subsidiary in Vietnam to expand solar rooftop business.

HENG sees record high NP this year on recovering tourism, sets 20% loan growth target to Bt14.4b, from Bt12b yoy.

MINT targets FY23 revenue growth >20% from Bt124b FY22, 6 hotels 1,152 keys on track to cod this year including Bali, Fares Island Maldive, Frankfurt, Cagliari, Sydney and Bern, expects margin expand from lower energy costs, higher OCC & RevPar, v-shape on F&B operation, sets Bt13b for FY23/25 capex plan, target 12-15% CAGR over next 3 years.

Comment: And the world still think’s energy costs are going to return to pre-c19 levels? Hah, North Asia is just waking up, and Europe will eventually come out of it’s slumber….but regardless MINTs hotels will be filled up..

PLAT sees a turnaround this year, after 100% revenue growth in 4Q22, on China reopening, mulls raising rental rates at malls.

ORI sees growth momentum into 1Q, supported by Bt40.5b backlog which will gradually be realized, including luxury projects like Park Origin Chula-Samyan, sees recovering demand from foreigners, mulls spinning off One Origin, a real estate and hotel management.

PTT is angling towards becoming a new EV manufacturer in TH as construction of its assembly plant in Chon Buri is scheduled to finish next year.

Comment: Well if they need to supply to their Chinese overlords it makes sense…I just don’t know who their end customer is going be..

SAWAD is added into SET50 while SJWD added into SET100 after DTAC’s removed from index component effective today Mar 2.

SCB sees 3-6 syndicate loans in the pipeline, maintains 3% FY loan growth target.

Comment: This target loan growth means either/and 1) SCB is shit 2) There is no growth for Thailand this year.

SVT sets 15% revenue and 10% profit growth target this year, by adding vending machines in opened space and new segment in fuel and train stations, from 15,600 last year.