BGRIM sees 2Q margin continue to expand, supported by lower natural gas price, revenue recognition from 2 power plants (Ang Thong 2 & 3) combined 280mw, in talks 3-5 partners to jointly develop data center, expects to finalize deal this year. Comment: The cost of energy is no longer and an issue and governments are […]

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I just had a quick look through all the markets in ASEAN. Thailand is the only market that is below the end of 2019 levels. I’ll say it now, it’s going to beat Vietnam & Singapore in USD terms from end of April onwards. I’m not saying that Thailand is in sound economic shape. But…Gov […]

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