BANPU teams up with APAC Sustainable & Decarbonization Infra Equity Fund sponsored by Aravest & SMBC Group to jointly fund $145m investment in Amp Co, a JPN renewable solution firm, to develop solar & wind project combined 800 mw in JPN. BGRIM mulls expand proportion of direct PPA in port, expects robust demand growth for […]
Read More →EGCO submitted bidding for renewable PPA with ERC combined 2,180mw. Comment: What will EGCO win vs GULF? OR teams up PTTGC to joint expand sustainable aviation fuel (SAF) to enhance entire value chain from refinery to retail fuels, out on sale by 1Q25. ORN says 2 of ongoing condos project in Chiang mai (The Astra […]
Read More →AUCT: sees robust traffic thru auction yard upcountry, seeks to expand network to accommodate >48k vehicles p.a. Comment: They are minting it! BTG mulls up pet food production capacity to 110k tpa to fill local & overseas demand, launches premium PET food (Perfecta Holistic Grain Free) to boost sales, target 10% CAGR over the next […]
Read More →ASW reported 3 locations of campus condo sweeping sales of Bt4b, will launch another project nearby Thammasart University Rangsit in 4Q under the Kev project. PROEN wins 2 underground cable project from Provincial Electricity Authority & Mae Sor Municipality total Bt179.8m. TASCO cuts FY asphalt sales volume target to 1.2m tons due to feedstock shortage […]
Read More →Notable Transactions Buy(s) THB 428 mn Sell(s) THB 780 mn
Read More →Notable Transactions Buy(s) THB 226 mn Sell(s) THB 280 mn
Read More →ICHI mulls selling international franchise of its JPN restaurant, Oishi Biztoro, seeks to expand selling channel via multiple formats to expand coverage, plans to open 30 new restaurants over next 3 years as dine-in recovery, focus costs management to stretch margin. Comment: Because they haven’t done well with it.. KTB in collab with BJC to […]
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →AWC and CRC are added to MSCI Min Volatility Index, while OSP had weighting increased, effective Nov 30. Comment: WTF is this index? BCP sets Bt200b capex to boost green business and gas, target Bt70b EBITDA in 2030, from current Bt40b. CK is close to signing Bt210b Luangprabang project this year, while falling steel price […]
Read More →AUCT sees repossessed vehicles traffic accelerates thru auction yard aft debts relief prog phased out since July, expects FY22 traffic in the system above 300k vehicles. Comment: And they’ve increased the fee that they charge…. BAM reaffirms Bt4b cash collection target in 3Q, will announce JV distressed assets management venture on July 29, sees earnings […]
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