BANPU to increase investment this year by 58.5% to $1.3b, mainly in energy generation ($700m) and gas business ($500m), with internal cashflows. Intalks to buy new PP with capacity expansion to at least match last year’s 800MWs rise, coal sales 42-43m tons expected this year. Comment: It’s indo sub is paying out 25% divvy’s on […]

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AP will launch 11 residential pj total Bt9.59b by eo-1Q (4 SDH & 7 townhome), pre-sales kick off Mar 26-27, maintained full year launch plan 65 projects total Bt78b (29 townhome Bt25.2b, 26 SDH Bt35.6b, 5 condo Bt13b & 5 projects upcountry Bt4.2b), eyes Bt50b full year sales, Bt47b revenue target. Comment: Remember that when […]

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