The Int’l Finance Corp (IFC) will work with AMATA, a provider of smart cities and industrial zones, to develop sustainability pjs in Thailand and the broader Mekong region. Comment: I still have question marks over AMATA and the EEC story. It isn’t happening unless the PPRP can force it through a weak coalition government AYUD: […]

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AAV AAV anticipates turnaround from lower fuel costs and improved cabin factors yoy, will take delivery of 4 new aircrafts to accommodate new routes, focus CLMV and south Asia. Comment: Oil prices just confound me half the time. Then again a lot of things do. But at these levels I don’t see why the airlines […]

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AH AH maintains its revenue growth target at 3-5% this year, supported by growth in the automotive industry. It expects next year’s revenue to grow because its major customer, Isuzu, will launch a new car model. Its joint venture in Vietnam will launch a new car model in 3Q19. (Kao Hoon, 29/11/18) Comment: There’s a […]

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BGRIM BGRIM was awarded the first phase of a 145MW hybrid power plant project in U-Tapao international airport area worth Bt3.6bn. It expects IRR of more than 10%. It expects to start commercial operation in Jan 2021. It expects to be awarded the second phase of 135MW electricity production capacity and value of Bt2.3bn. (Kao […]

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BCPG BCPG sold two solar farm projects in Japan with total electricity production capacity of 24.53MW to an infrastructure fund. It expects to book the Bt1.1bn proceeds immediately. It targets revenue growth of 15- 50% this year. It continues to set up power plants as planned and studying new investment in power plant projects. (Thun […]

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