Electricity Generating Authority (EGAT) to open bid for 45mw floating solar projects at Sirindhorn dam on August 20, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO expected to join. New sugary drink taxes structure starts from October 1, drinks containing 6-8g of sugar/ 100ml will be charged Bt 0.3, 10-14g/Bt 1/ltr, 14-18g/Bt 3/ltr, >18g/Bt5/liter. Comment: Which companies […]

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AP sees mmtum into 2Q frm real dmnd after 25% jump in 1Q presales to Bt41.8b. Comment: If 2Q #’s for the sector aren’t shit, then watch the sector re-rate positively, if they are then just look at LPN’s share price ASAP upbeats 2Q erngs frm surging car rental rev frm travelling dmd during long […]

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CKP reaffirms solid 1Q from higher power generation efficiency at Nam Ngum 2 hydro powerplants in Laos and full quarter contribution of 2 co-gen powerplants in Ayudhaya (BIG phase 1&2) 118 & 120mw, 1,285mw Xayaburi hydro powerplants in Lao to cod in October, will book 37.5% revenue sharing from the investment, target 8-10% revenue growth […]

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BGRIM BGRIM expects earnings growth of 15-20% this year. It will start commercial operation of a 31MW solar farm in December as planned. This will rise 4Q18 revenue. (Thun Hoon, 9/11/18) Comment: Plus Ft rates are up CHO, SCN BMTA (Bangkok Mass Transit Authority) will pay for 100 NGV buses plus maintenance fee to SCN-CHO […]

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AOT AOT reports FY2018 passenger pass-through of 139.52mn, +8%YoY. Flight volume was 875k. Suvarnabhumi handled 62.81mn passengers above capacity and Don Muang Airport had 40.56mn more than its capacity. Management says Chinese passengers numbered 19.79mn, +21.8%YoY. (Kao Hoon, 31/10/18) Comment: What slow down in passenger numbers?  BTS BTS says subsidiary BSR will submit an application […]

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CKP  CKP has raised its revenue growth target to 15% from 10%, because the quantity of water has risen increased to support electricity production in Q3. Xayaburi power plant will run operational tests this month. (Kao Hoon, 3/10/18)    CPALL  Revenue Department allowing Counter Service to be the agent for tourist VAT refund for a […]

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AOT AOT Passenger growth of 9.88% in 8MFY18. AOT said passengers in the six airports that it operates rose to 95.54mn or 9.88% in 8MFY18. Lead tourists were from China, South Korea, Japan, India and Russia. (Thun Hoon, 29/6/18) CHOW CHOW signs MoU with photovoltaic manufacturer. CHOW notified the SET that on June 27, 2018, […]

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BGRIM TRIS revises BGRIM rating to A with stable outlook with current total production capacity of 1779 MW and to reach 2518 MW in 2022. (Khao Hoon, 11/4/18) BTS BTS says FY2019 revenue will grow 200%, driven by the South and Green mass transit lines (BaringSamut Prakarn) startup in December. It is also going to […]

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If you want to know what’s been going on with the renewable stocks, its because of news such as this. Even though the government and related agencies put together a thorough Power Development Plan for the next 2 decades clearer showing that Thailand is does NOT have the power necessary to fulfill future demand, this […]

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AMATAV AMATAV was approved by Vietnam government to develop an industrial estate, Amata City Halong, on 4.4 thousand rai of land. The investment is expected to be around Bt50bn. (Thun Hoon, 3/4/18) Comment: This will come in stages over the decade. Although AMATAV can only own the land for 50 years if memory serves correct…. […]

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