ACE to expand private PPA, sees growth there, to sign PPA for 18 alternative energy power plants by Oct, boosting capacity to 112.73MW. AMATA reaffirms 2,250 rai land sales target, entering high season, sees no impact from political impasse, as long as it’s peaceful. ITD with China Raiway jv won Bt9.34b railway construction contract in […]
Read More →AMATA to build its 2nd TH-Chinese IE in Rayong, valued at Bt2b, to serve mainland investors and support EV and battery manufacturing pjs. Comment: Sigh….I just hate that this is the direction the country is taking. But hats off to Amata, they’ve been able to capture the Japanese and now the Chinese manufacturing co’s expanding […]
Read More →AKR upbeats outlook from healthy demand for transformer on power project expansion, tailwind from EPC solar project, seeks to expand via Private PPA to boost growth, firms on 15% full year revenue growth target. AMATA sees no impact from power shortage in Vietnam, with sufficient power gen capacity in 3 of its Vietnam’s IE, sees […]
Read More →ACE signed 2 waste power PPA combined 15.75mw. AMATA mulls listing utilities services business, Amata Strategic Holding 1, under restructuring plan, will offer no more than 30% of paid-up and list on SET. Comment: It’s a great CF business here… CBG anticipates meaningful turnaround 2Q supported by lower aluminum & energy costs, improved energy drink […]
Read More →ADVANC: to report 1Q net profit on May 8, Bt6.79b consensus. AMATA: Director, Viboon Kromadit, resigned from the company, effect from May 1. Comment: He’s the been the key salesman for the company managing the relationships with, predominately, the Japanese customer base. PTG: reaffirms solid 2Q from strong fuels sales volume on improved domestic travel, […]
Read More →AGE targets Bt500m new loans from backhoe & trailer hire-purchase, to diversify earnings from coal trading & logistic business, capitalize on existing drivers who have good track record & credit score from subsidiary, AGE Transport. Comment: Coal prices have dropped from their peak by -60%, but are still 2x from pre c-19 levels, plus age […]
Read More →AMATA: signed MOU with BGRIM to joint develop 80 acres AMATA European smart city to capture demand for manufacturing relocation from European investors. Comment: Hmmm……I could believe this. BGRIM will be the key driver for the power/infra, amata throws in the land. They’ve been working together for decades AP: revealed FY23 launch plan 58 residential […]
Read More →AMATA target industrial land sales +10% yoy, sees strong demand from electronics, motorbike parts producers & data center. Comment: That’s it? Rubbish. BTS in talk with BBL to set up virtual bank. Comment: Ohhhh boy. Will this be put into RABBIT? IVL mulls taking over PTL, by taking 50% stake from major holders and tendering […]
Read More →AMATA launches 220 rooms Nikko Amata City Chonburi together with 2 Japanese partners, Fujita and Japan Overseas. Comment: This is all amata can do, continue to do value-add services to Amata City. ASIAN sets final price for pet food subsidiary IPO (AAI) at Bt5.55/share, 637.5m shares up for RO subscription from Oct 17-21, TISCO FA, […]
Read More →ASAP upbeat 3Q earnings from recovery demand for car rental from domestic air fare stimulus, improved used cars sales, will purge 1k used vehicles in 4Q, firms on Bt4b FY revenue target. IIG firms on 30-38% revenue growth target this year to Bt900-950m, on higher contracts and expansions into ASEAN, especially VN and Indo. Comment: […]
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