ACE pays Bt851m for 3 biomass powerplants with 26.9MW capacity, with immediate revenue recognition of Bt900m p.a., in talks to boost P2P and boost overall biomass powerplants to 12, 112MW overall. Comment: Decent priced paid. APCO will launch 2-3 health supplement products before end of year, aiming to capture demand from health conscious consumers, estimate […]

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The rise in agri hasn’t been a surprise given the pork prices and the recovery in chicken prices (and the stagflation thesis), but the move made by the electronic sector annoys me, as I’m still working through a 5G thesis (if anyone has thoughts pls feel free to share), which could be similar to what […]

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