BANPU’s renewable subsidiary, Banpu Next, to cod 16mw solar floating in Lakchai Industrial Estate Rayong mid-FY22, inked deal Apex Green Industrial Estates to develop 32mw projects. Comment: Minimal impact to their bottom line, however does show that they are continuing on the group’s strategy to go renewables/green CIVIL said to boost backlog to Bt20b by […]
Read More →AMR wins conversion of overhead line to underground system for Green line extension (Sukhumvit 81 – Bearing) total Bt216.5m. Comment: People that have lived in Bangkok will not even realise the changes that have been made over the past decade, and the coming 5 years. Now regarding this company, where did they come from? Anytime […]
Read More →AOT: Vietjet annced resumption of SIA – Danang route, 3 flights/week from Mar 27. Comment: VN was far stricter than Thailand in their restrictions, but I wouldn’t be surprised to see them open up far faster. Hell, even Malaysia is opening up faster than Thailand with less onerous requirements BEM: Office of Transport and Traffic […]
Read More →The agri sector has been smacked because of raw mat costs increasing tremendously (just have a look at fertiliser prices), electronics smacked b/c of 1. They ran very too far last year 2. Another lockdown in china and again cost of raw mats increasing or becoming more scarce. Where’s the safe places? Banks, oil (good […]
Read More →Notable Transactions Buy(s) THB 151mn SPALI – And they are still buying! KBS – This is a rarity. One of the management buys ~1% of the shares Sell(s) THB 6.8 bn TGH – just the family restructuring the names/entities holding the stake in TGH
Read More →B30 diesel cap stays until May: Subsidy fund likely to run dry same time. The government will maintain the cap on diesel prices at 30 baht a litre using subsidies from the Oil Fund until the end of May when a 40-billion-baht loan supporting the subsidy scheme is expected to be depleted. Bangkok Post Thailand […]
Read More →BAFS sees YTD jet refueling vol +21% yoy, expects solid turnaround this year. Comment: With every country in ASEAN now racing to open up to avoid losing face to its neighbours, I can just see fuel demand increasing tremendously which just makes me love oil that much more EPG established subsidiary, Aeroklas Europe, to operate […]
Read More →DGC VNVietnam National Chemical Group (Vinachem), which relates to DGC’s BoD Member Khuc Ngoc Giang, successfully divested its entire stake of 6.04mn DGC shares (3.53%) via order-matching method from Mar 03 to Mar 10. Besides, Mrs. Le Thi Thuy, mother in law of Chairman Dao Huu Huyen, registered to divest all her stake of 143,967 […]
Read More →Bidding result of Bt1.804b Koh Tao island submarine cable projects due today. ILINK, ITD, GUNKUL, AIT among top candidates out of 7 bidders. Comment: Suspect that the winners here will be ilink and gunkul AH secured contract to supply parts for Great Wall Motor, mulls tap in EV related products to expand segment coverage, firms […]
Read More →BGC anticipates bottle sales turnaround aft BMA extend alcohol serving to 11pm, allots Bt2b capex for M&A, maintaining 5-10% sales growth target. Comment: That not much of a turnaround…. BGRIM sees narrow margins 1Q from high gas price, SPP replacement 5 units on track to cod in 2H, expects feedstock cost drops by 5-10% after […]
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