EA: report cod of 48mw wind farm, Hanuman 5, on Friday. Comment: Nothing new, but there are still several questions around their battery project… PTTEP: will book immediate contribution of Murphy’s Malaysia assets from 2Q, expects full year Oil & Gas sales +7.5% yoy topped 344kbpd, EBITDA +16%, mulls to buy Murphy’s Vietnam & Brunei […]

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As much as we may like to contribute today’s market decline to the farcical election process that is currently occurring in Thailand. The whole region is down today and the THB is actually strengthening. On Friday last week the US yield curves (2/7) inverted and that has people spooked.

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Duty-free deal ‘not AoT’s call’ : Airport agency at odds with Sepo over rights . The State Enterprise Policy Office (Sepo) has said the Public-Private Partnership (PPP), committee, instead of Airports of Thailand (AoT), must have the final say on whether the concession for duty-free operations at four major airports comes under the PPP law. […]

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AOT board orders study on splitting duty-free contracts to more than one contract in 1-2 weeks. BGRIM expects to wrap up M&A 2 Malaysia gas-fired pp combined 370mw this year, will finalize plans on 150mw wind farm investment in Vietnam before end of-2Q, target cod additional 697mw for remaining of year. Comment: They really are […]

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BAY sees ytd corp lending +6% yoy frm surged dmd for wrking cap, expts fees inc jump frm multiple M&A deals & overseas expansion. Comment: I just don’t see the banking sector doing well…if someone has a different opinion please share. CHEWA sees +ve surprise 1Q frm better than expted townhome sales and strng condo […]

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GULF: report cod of 68.8mw Vietnam solar on March 6, additional 50mw to cod in May, target 30% revenue growth this year above Bt 33b supports by full year contribution of 8 pp cod-ed last year. Comment: And they’ll continue reporting such news and numbers for the coming 2-3 years SAMCO: board approved estimate of […]

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Notable Transactions Buy(s) THB 170 mn THG – And he’s still buying PLAT – Their shares have been pummeled as a result of their new development “The Market” looking underwhelming for the time being PSTC – Not the first time we are seeing the Chairman’s name pop up here. Sell(s) THB 175 mn BDMS – […]

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