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 on a rampage throughout the region.

BDMS anticipates big jump FY19 from Bt5.37b gains on disposal of 38.24% in RAM, lower D/E from re-payment, mulls special dividend for 1H19 operation.

Comment: Well it’s a 1 time shot, and then?

PYLON in talk CHEWA & AP to secure foundation work for new launch condo projects, expects to win 20% of total current bidding, mulls bid for south purple & orange line MRT, Rama 3-Daokanong tollway projects in 2H, Bt1.12b total backlog to realize this year, firms on 15% revenue growth target.

PTTEP acquires 100% stake of Murphy Sabah Oil and Mutphy Salawak oil who operates oil fields in Malaysia for US$2.13b plus US$100m contingent payment for future oil drilling, could add Bt5-10/share to our forecast.

Comment: Out of nowhere, hopefully it’ll be a decent acquisition unlike a lot of their past ones…

RATCH reports cod of 42.5mw, Collinsville Solar Power, in AU.

TPCH sees strong 1Q, COD of 3 projects with 43 MW to boost year end capacity to 103MW, mulls bio-mass powerplants in Cambodia and Myanmar.

Comment: And Siam Power passed through the first level of qualifications , and they are going to buy the minority stakes in their existing plants…

TACC expects FY19 turnaround after switch new drinks distributor in Cambodia, upbeats 1H earnings from strong sales on summer season.

  1. Great commentary keep up the good work. How do I get this stuff daily, do I have to look at Twitter or something (not sure)

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