BAY appoints former MUFG NY executive, Seiichiro Akita, to be president & CEO.


BPP maintain full year EBITDA target >Bt5.91b FY18, will cod additional 71mw in 2H, 1,320mw coal fired pp & 80mw Vietnam windfarm to cod next year, in talk partner to develop 400mw solar projects in Vietnam, expects to wrap up by end of year.

FPT to raise full year rental space target from current 120k sq.m after achieved 90k sq.m. 9M19, will close 50k sq.m. deal in May, expects to finalize plan on GOLD tender offer in July.

HUMAN will wrap up M&A software co in 3Q, seeks to add more prods to boost margins and captalize opportunity from corporate HR clients.

Comment: Well they have had issues recently, losing a big customer in 4Q18, so there’s now the perception of it as a “safe” recurring income business may be changing.

LPN to launch projects, Lumpini Ville Sukhumvit 101/1-Punnawithi, 328 units near BTS skytrain, pre-sales kick off May 25.Comment: And let’s see how this performs.

MJD sees solid turnaround driven by Bt14b backlog, 7 condos set to transfer this year, firms on Bt11b full year sales target.

Comment: Average mid-size developer doing ridiculously large projects

RATCH’s seeking partners for 2 units of gas-fired PP in Ratchburi with combined 1,400MW and USD700m investment.

SCI wins railway bridge projects for state railway worth Bt110m, expects to win additional contract in 2H, Bt750m backlog to realize this year.

Comment: I have big question marks over their new ventures and am wondering when Laos will expand their power plants which SCI seems to benefit from.

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