You can see that I’m playing in real-time w/ what data I can easily pull out from all the different AI’s/LLM’s and sync it all together. Put comments what’s too much, what can be added etc etc. Fun times. And please consider donating and buy me a Somtum Waffle 🙏🧇

ACE COD’ed two solar projects with combined capacity of 13.29MW, lifting total capacity to 466.94MW from 47 COD’ed projects. The company still has 44 projects under development with installed capacity of 281.41MW.

Comment: I’m still impressed by the quality of their presentation decks, I just don’t care much for this sector.

BAM will launch BAM Premium in 2Q, focusing on commercial NPA assets. The company expects 5,000–6,000 items in the first phase and aims to reduce asset turnover from 7.8 years to 5 years. It maintains its FY cash collection target at THB17bn and is in talks for 3–5 JV AMC deals, aiming to conclude at least one deal before the end of 3Q.

Comment: It would be a good time to pick up some houses that BAM is dumping into the market. Now with TISCO reporting loan growth for the first time in donkey quarters, perhaps the poop is starting to be unclogged.

CBG plans to freeze energy drink prices for at least three months despite rising energy costs in order to support consumer purchasing power. Management is revamping procurement management and sales channels to better control costs and improve efficiency. At the same time, CBG is expanding its beverage portfolio and will begin distributing Tsingtao beer in Thailand starting in May.

Comment: Look at that, Tsingtao beer, and you want to bet against CBG?

GULF confirmed that LNG imports are proceeding as normal, sourcing from multiple suppliers. The impact of price increases is limited as most costs are passed through under cost-plus structures. The company also announced four new bond issues totaling THB35bn, open for subscription from March 17–19, driven by strong demand amid economic volatility and Middle East tensions.

Comment: Odd given that Qatar is their source. Someone clever needs to go through the cost-plus structure that GULF has with Thailand, we’re getting phucked as residents here and GULF is laughing all the way to the bank.

JTS will sell treasury shares from its buyback program totaling 7.726mn shares (1.09% of paid-up capital) from Mar 23–25, 2026.

IROYAL targets FY26 revenue growth of 20–25% y/y, driven by EPC backlog from oil and gas projects, infrastructure inspection via drone monitoring, and contributions from power plant solutions. The company is also considering entering the anti-drone segment to capture growth from the defense industry.

Comment: I’ve never looked at this company before, added to my next things to do list

STPI signed two contracts including a wellhead platform decommissioning project and module fabrication and assembly for a chemical complex, totaling THB2.1bn.

THBEV plans to issue new 5-year bonds worth THB12bn for debt repayment with a coupon of 2.14%, along with 3-year zero-coupon bonds sold at a discount with an annual yield of 1.62%. Subscription started yesterday and runs until 18 Mar. BBL and KTB are among the seven banks involved in the offering.

Comment: Just look at that coupon rate, it’s ridiculously beautiful for these large players

THAI sees Gulf disruption boosting demand as the closure of Middle East airspace forces Gulf carriers to tighten supply on certain long-haul routes, particularly Asia–Europe.

Comment: Buy airlines

Summary of today’s names

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