7UP paid Bt50m for 3 bio-mass PP in the South with 6MW capacity, CODs next year.Comments: So the values of PP’s have dropped tremendously since their highs of 80-100 mn baht / MW in 2012
AMANAH sees positive loan growth 2Q driven by demand from auto loans, will accelerate sales on seized vehicles in 2H to ease LLP, maintain Bt2b full year loans target.
Comment: So are the smaller players going to jump into the market that apparently TISCO is leaving behind?
PTT’s firm on Bt2.4trnl revenue this year, sees limited impact from trade war, to submit filing for PTTOR listing next month.Comment: I’m looking forward to seeing these numbers
PTTEP in talk JV GULF to develop 600mw gas-fired pp in Myanmar, to finalize within 3Q.
RS reassure solid 2Q from contribution of MPC business, revenue recognition from direct sales via Thairath channel, improved Ch8 DTV rating following prog reshuffle, eased competitions after operators return DTV licenses and lower operating costs from government remedy package.
SABINA to benefit from strong THB, as it imports as much as 33% from China in 2Q, firms on 10% revenue growth this year.
Comment: It’s no longer trading at that magical 100x PE it used to years ago
SPCG teams up 8 partners to develop 480mw JPN solar projects worth Bt60b, target completion within FY21, maintain Bt7b FY19 revenue projects from healthy solar rooftop business.