PLANET wins 1.5mw solar rooftop contract for 50 branches of CJ convenience stores.

Comment: You know this is effectively worth zilch, f all, nada, BUT it makes the sustainability ESG monkeys happy.

SCB announced to pay a cash dividend of Bt10.34 per share for its FY23 performance, implying a payout ratio of 80.0%. Note that SCB already paid an interim dividend of Bt2.50 per share for its 1H23 performance. The remaining dividend of Bt7.84 per share, implying a dividend yield of 7.5%, will be paid on 3 May 2024. XD will be on 17 Apr 2024.

Comment: That’s nuts, the bank needs far more reserves ready for all those stupid loans it’s given out. Remember they have the highest exposure to mortgages and hotels in…the…entire…country!

THAI mulls plan to acquire 45 new 787 dreamLiner with GEnx engine and rights to procure up to 80, deliveries start from 2027.

Comment: Normally I’d go woohoooo finally Thailand will work with the US again and that this will offset the influence of mainlanders. But given that the US, or Boeing seems to have forgotten how to be engineers w/ the Max planes continuously falling out of the skies…perhaps I’ll only find an Airbus plane to fly on for the next month…

TPCH’s on track to sign 2 waste power PPA contracts combined 20mw before end of 1Q, lifts total to 110mw from current 90mw from 8 biomass & waste pp, expects Cambodian operating permit for wind & solar power this year, firms on 10% revenue growth target.

TTB announced to pay a cash dividend of Bt0.105 per share for its FY23 performance, implying a payout ratio of 55.9%. Note that TTB already paid an interim dividend of Bt0.05 per share for its 1H23 performance. The remaining dividend of Bt0.055 per share, implying a dividend yield of 2.9%, will be paid on 8 May 2024. XD will be on 17 Apr 2024.

Comment: Now doesn’t this make a bit more sense? TTB’s books are screwed nonetheless but they already privately tell everyone that they’re going the japan route.