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 the fast-growing EV segment.

Comment: EV has zero impact on any of these companies linked to auto manufacturing, a car is a car…the biggest impact (in 10 years) will be on the engine manufacturers…

DITTO secured 7 projects worth Bt1,023m from Department of Mineral Resources.

Comment: Now that explains the pump!

SCC’s unit, SCG Chem, signed MOU with TOYO Engineering Corp to joint invest in advanced recycling plastic to recycled feedstock.

SECURE sees >15% revenue growth this year, as new data protection law to be implemented mid-2022 helped boost demand for cybersecurity products, mulls 1-2 M&A deals this year.

Comment: Shouldn’t this part of the industry be more important?

TTA sets up Thoresen LPG (TLPG) to expand LPG shipping services.

Comment: I wonder how much of a surprise the dividend will be when announced post FY21 earnings. But wtf is this company doing? They’ve made some rather odd investments over the past 6 months.

TWPC to debut tapioca-based bioplastic packaging in 1Q, seeks to branch out from noodle & starch products for sustainable growth, mulls tapping in organic & fiber foods business.

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