BCP All three solar phases open by year-end — BCP is confident that it will open all three phases of its solar farms by the end of this year, pushing its EBITDA for its electricity business up to Bt2.8bn, with a total capacity of 118MW. The company is currently finding a contractor to develop Phase 3 with a capacity of 48MW and expects construction to start in September. (Khao Hoon, 07/08/13)

Comment: We think its already priced in

BTS Special interim DPS expected — BTS is expected to announce a special interim dividend after booking gains from the sale of assets to BTSGIF. Business operations are expected to continue to grow, supported by higher tariff, lower costs and the number of passengers reaching a new high of 740,000 passengers/trip/day. (Khao Hoon, 07/08/13)

Comment: BTS believe it or not, offers a yield of 6-7% for the next few years

CPF Debentures sell well — Bookings for CPF’s debentures of 4 years, 6 years and 8 years, worth Bt10bn, have all exceeded the company’s target. The company expects business operations for 2H13 to be stronger than 1H13 and reiterates revenues target of 10% this year. 2Q13 financials are expected to be released tomorrow. (Khao Hoon, 07/08/13)

EARTH JORC deal to be settled this year — EARTH expects to close its JORC deal by December this year and aims to increase its capital at the beginning of 2014. (Khao Hoon, 07/08/13)

Comment: Still trying to get a company visit here, I normally hate mining related companies, but the company’s performance has been amazing over the past few years.

TRC Expects five years of work from PTT — TRC expects to win work from PTT for a period of up to five years. The company is also partnering with a Chinese partner to bid for a new project worth Bt8bn, and expects the deal on a gas pipeline project in Saraburi-Nakhon Ratchasima worth Bt9bn to be closed soon. It will also bid for the dual track project worth more than Bt1bn. (Tun Hoon, 07/08/13)

Comment: TRC and PTT are best buddies