ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]
Read More →ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]
Read More →Notable Transactions Buy(s) THB 1.4 bn Sell(s) THB 23.5 bn
Read More →BGRIM, GUNKUL, GULF, SCC, BANPU, WHA, TSE, DEMCO, GPSC among qualified bidders for 5GW renewable PPA from Electricity Generating Authority (EGAT). Comment: Other than the first 3, do the others really stand a chance? JR: wins sub-contract project from STEC valued at Bt3.9b, lifting backlog to all time high at Bt7.5b, expects positive growth momentum […]
Read More →Notable Transactions Buy(s) THB 294 mn Sell(s) THB 283 mn
Read More →Notable TransactionsBuy(s) THB 1.3 bn Sell(s) THB 1.5 bn
Read More →CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]
Read More →AJ board approved procurement plan under Bt1.1b budget, to buy BOPP film machineries & equipment from EU & JPN for regional expansion, aims to capitalize on weak currency. AMARC: food & agricultural inspection laboratory, Asia Medical & Agricultural Lab and Research Center, debut IPO 120m shares at Bt 2.9 apiece. Comment: Now here’s your typical […]
Read More →Notable Transactions Buy(s) THB 383 mn SABUY – Dumped by the warrants to buy the shares. PRINC – Founder buys shares – a signal to the recent uptrend in brokerage coverage? CWT – Note that this was a convertible debenture purchase JMT – Founder still buys ASW – Like CWT – this is a convertible […]
Read More →Notable Transactions Buy(s) THB 548 mn SABUY – A massive purchase by the founder. Similar to many others, he sold the free warrants and bought the shares. JMT – Founder buys and buys JMART – Founder’s son buys and buys MAJOR – Ohhhhhh, Vichai is back into buying shares in his own co? That’s a […]
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