BAM launches NPAs sales campaign Mar 1-31, 1,000 property up on showcase event, offering free transfer, interest free first 12 month, Bt20k discount via online purchase via Shopee-Lazada, cash back program. BANPU expects to report 10 year high profit this year from strong coal selling price, Bt5b gains on disposal of 47.5% holding in Sunseap […]
Read More →ACE have CODed 9.9mw Klong Klung biomass PP, boosting capacity to 257.57mw, and adding Bt310m revenue p.a., to start realizing from 4Q21. BANPU-BPP CODs 20MW solarfarm in Japan, target 6,800mw capacity in 2025 NOBLE plans Bt47b worth of new projects next year, boosting backlog from current Bt10b, sets Bt16.5b revenue target for next year, plans […]
Read More →Notable Transactions Buy(s) THB 293 mn JMART – He keeps buying and buying TU – Head buys more, then again, if he really thought it had great upside he would’ve done what Adisak has been doing. TTA – And this fellow is still buying. Shipping is seasonal, 4Q-Jan is *almost* always weak, and look how […]
Read More →AGE revised revenue target this year to Bt12b from Bt11b, on uptrend coal price and booming logistic business, sees record high coal sales at 5.5m tons. Comment: The chinese have tried to smack the coal market with margin requirements, thereby leading the prices to drop ~40% in a week. Now it appears that they’ve cleared […]
Read More →ADD: local fund, BBLAM, raised holding by 1.7053% to 6.5928% on October 29. BANPU divests 47.5% holding in Spain renewable firm, Sunseap, for US$364m vs initial investment at US$173.7b, announced acquisition in 768mw combined cycle gas-fired power plants in Texas, Temple 1, for US$ 430M. Comment: Cap gain to be recognised, combined with coal prices […]
Read More →Notable Transactions Buy(s) THB 456 mn JMART – Look at how much he’s bought back BANPU – Wonder if the founder/chairman realises that the recap was a silly idea, share price would be +50% higher by now… SPALI – Family still buying! MORE – Funny movements in this share price for a while… RAM – […]
Read More →Notable Transactions Buy(s) THB 1.2 bn BTS – The Chairman bought back a huge amount of shares post the BTS x JMART Group link up VGI – He bought YUGE amount of shares post the BTS x JMART Group Link up TU – The Chairman thinks his shares are cheap (?) I doubt management’s ability […]
Read More →BANPU to open subscription for RO from September 6-17, 3:1 @ Bt5/share, subscribers will also recovery BANPU-W4 1:1 & BANPU-W5 1:1. Comment: Curious to see where the share price ends up post recap. BBL sits on an unrealized gain worth Bt4,580m from its stake in GULF, after GULF share price high record high. Comment: All […]
Read More →BA to resume Samui-Phuket route, from Aug 25, will return 1 lease aircraft this year and 6 in FY22 lower fleet size to 32 from current 39 by end of next year. Comment: Airlines are (were?) a fantastic reopening play. BANPU sees solid 3Q from high gas and coal price, and revenue contribution from El […]
Read More →BANPU sees growth momentum into 2H on higher gas and coal price, sets Bt45.7b 5-year capex, firms on boosting EBITDA from clean energy business to 50% overall from 43% current. Comment: Sure but the next 12 months is driven by gas/coal, but now the impact is going to be far lower to EPS due to […]
Read More →