BANPU in talk to buy 2 HELE coal fired pp (High Efficiency, Low Emmissions), capacity 800-1k mw, expects to conclude 1 deal in 2Q, mulls expand renewable portfolio to 5k mw by end of year from current 4,4264mw. BGRIM established subsidiary in Vietnam to expand solar rooftop business. HENG sees record high NP this year […]

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Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]

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Notable Transactions Buy(s) THB 18 bn PLAT – Wow, it is cheap, but with AWC Plc turning Pantip Plaza next door into a warehouse/trade sale center, can PLAT still compete? SEG – Switching from personal holdings to a corporate structure THG – Another Dr buying up shares in THG W – I have no idea […]

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AOT sees FY20 turnaround from higher contribution of new duty free concession kick-off September 20, pick up counter concession at SIA and DMK airport to announce winner January 27,20, seeks to expand non-aero revenue to balance revenue mixed. Comment: Their business should be focused upon improving efficiencies further at the airport  BCPG sets next year EBITDA […]

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ALL to boost recurring income to 20% in 5 years after investing in the New Forum Plaza, to realize Bt4b backlog in 2H, on track to exceed Bt4.5b revenue this year. Comment: And its a trend amongst all the property developers to build a recurring income asset. Those that haven’t will continue to suffer ASIAN […]

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EA upbeats 3Q earnings from windfarm high season and full quarter contribution on 80mw Hanuman 10 projects coded April 13, firms on 30% revenue growth target >Bt20b. Comment: The dream is still the EV battery for EA. Where’s the evidence that this is working? HMPRO opened its 84th branch, HomePro Max Mukdaharn, aims to capture […]

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Notable Transactions Buy(s) THB 63 mn PLAT – The Vice Chairman buys a block of shares above market price…market participants have been waiting for a potential turnaround of performance for the new building. Sell(s) THB 283 mn BM – Must be a typo in the SEC’s register, but for now this is what it looks […]

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AOT to announce winner of auction of duty-free contracts for provincial airports at 10am. Comment: It’s going to be fun! BAY’s Krungsri consumer suspends nano finance lending, Taokaetanjai program, sees NPLs accelerates. BDMS teams up Viriya insurance to provide health protection for upscale clients, seeks to add more insurance clients in portfolio. Comment: The government […]

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BANPU sets 48m tons coal sales target this year, $835m capex for FY19-20, while BPP, its power unit, to COD pp in Japan and China worth combined 114.2MW, to wrap up 80MW wind pp phase 1 in Vietnam by 1Q19. BJC sees positive SSSG from recovery consumptions and government stimulus package, will open 1st BIGC […]

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