ACE upbeats FY22 outlook from 250mw capacity on hand, full year recognition of 9.9mw biomass power plants cod-ed November 21, will sign 59mw community power PPA with Provincial Electricity Authority (PEA) by eo-1Q. CWT sets >10% revenue growth target this year, on power business and leather seats, expected to see big jump in orders, tracking […]

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BGRIM to import 650K tons of LNG via its right to PTT’s terminal under an 8-year contract, to supply SPP replacement. BRR target 30% FY22 revenue growth driven by higher sugar sales volume yoy, sugarcane ecoware packaging & utility sales, will expand RDF fuel business this year. EA sets 20% revenue growth target this year, […]

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GULF in MOU with Binance Holding to study a digital exchange in Thailand. Comment: Blockchain energy trading? INSET expects windfall from cypto & metaverse boom, sets Bt1b budget to expand data center & cyber security business. Comment: One dream we have is that Thailand is permitted to become the crypto/token hub of the region. HK/China […]

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BPP cod-ed 10mw Shirakawa solar projects in JPN, lifts total to 1,007mw, firms on plan to achieve 5,300mw by eo-FY25. DOHOME anticipates FY22 turnaround from positive SSSG 1Q22 supported by shopping tax rebate stimulus, wider margins from improved product mix & new distribution center, sets Bt2.5b capex to add 5 stores this year. Comment: At […]

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Notable Transactions Buy(s) THB 106 mn THG – Has Dr. Boon run out of capital? Normally he’s the one buying. This buyer used to run RAM, just google his name… SMD – A switch between family members Sell(s) THB 88 mn SMD – See above

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ADB ups production capacity of med-grade plastic compounds by 50% to fill demand from healthcare and capture wider margins. AGE target FY22 coal sales volume >6.5m tons, revenue >Bt15b, 3 new business including industrial boiler installation, cargo warehouse & logistic expected to materialize this year, mulls tap in power business. Comment: Coal isn’t finished. CPANEL […]

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BCPG paid Bt1,070m for 25% stake in Nam Tai for power transmission line in Laos (220 kilovolt). CV expects to conclude jv deal with partner to establish RDF production plant in Vietnam by eo-1Q, 70% of Bt2.4b EPC power plant construction projects to realize this year, eyes 150% revenue growth target. LPH mulls raising hospitel […]

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CGH sets up PI Ventures with Bt500m capital to expand tech investments, including digital assets and Metaverse related projects around the world. Comment: They are very good at making money, for themselves, not minority shareholders. GPSC established jv with PTT, Nuovo Plus, to invest in battery value chain, supporting EV & renewable power storage business. […]

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KCE’s growth momentum to continue on higher demand for PCB, boosted by growth in IT products and EV related, while extra windfall from weak THB, Tabloid. IMH re-open 200 beds community isolation facility for Covid patients in Ratchburana district. IVL to acquire VN PET packaging co, Ngoc Nghia (NN) capacity 76ktpa for Bt3.1b, transaction to […]

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National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]

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