ACE won e-bidding to develop & operate 2 municipal solid waste power plants (9.9mw & 8mw) under 25 years PPA, lifts total to 9 projects in portfolio with total installed capacity of 80.3 mw. CPAXT: cod-ed Makro Ban Bung, its 8th store in Chonburi province to capture growth from industrial estates, diverse customer base of […]
Read More →AAV said overall Chinese arrivals this year will be closer to 6m, after only ~1.5m recorded in 1Q, and vs TAT’s target of 8m, urging Government to deal with sluggish Chinese market. Comment: Still not bad given the situation. BKI target FY25 insurance premium +8% yoy to Bt34.2b (motor Bt14.7b & non-motor Bt19.5b), in talks […]
Read More →AAV will add 3 direct routes from BKK (SIA) from Jul 1 to Narathiwat south bordering Malaysia, Surat Thani (mainland port town depart for Samui Island) and Buriram. AMATA sets FY25 industrial land sales target at 3500 rai or 1,400 acres, +15% yoy, 50% out of 8,400 acres backlog scheduled to transfer this year, ensuring […]
Read More →Alpha Chartered Energy emerged as #4 top holder in BCP at 7.1426%, after buying 4.5687% or 62.9m shares from Capital Asia Investments on Mar 19. Comment: Yeah they’re just swapping shares amongst the same people – there’s a funny money game going on here. BGRIM reports cod-ed of 14mw solar project in Japan on Mar […]
Read More →CPN sets Bt120b capex over next 5 years to invest in new malls in BKK, Nonthaburi & Khon Kaen, will cod Market Place Theparak community mall on Mar 28, followed by Central Park & Central Park offices in Aug and Central Krabi in Oct, revamp malls are set to open later this year including Central […]
Read More →This country is governed by idiots. But for the first time since…2011/2012 have a look at the dividend yields on offer…
Read More →Notable Transactions Buy(s) THB 80 mn Sell(s) THB 30 mn
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