AOT report aircraft movement 8M20 (Oct19-May20) -29.8% yoy to 425,900 flights, international flights -30.2% yoy to 229,400 flights, domestic -29.33% yoy to 196,500 flights, passenger traffic -33.94% yoy to 64.2m vs 97.18m 8M19, international arrival -34.72% yoy to 37.24m, domestic passenger -32.83% yoy to 26.96m.

Comment: And the YoY #’s will only continue to worsen until April 202

BTW wins steel module order for East Rockingham Waste to Energy projects from Hitachi Zosen Inova total Bt 129m.

GPSC firms on 1,500mw cod target over next 5 years (FY20/FY24) from current 5,026mw, aiming to raise renewable power to 30% of portfolio from current 11%, 18mw NNEG Expansion to cod 3Q20, 9.8mw waste powerplants to cod 2Q21, 250mw energy recovery unit (ERU) from refinery waste to power projects to cod FY22.

GULF to acquire Vietnam wind farm developer & operator, Dien Xanh Gia Lai, carrying 100mw capacity from 2 projects target cod 4Q22, under 20 year PPA.

Comment: The utility cookie monster

J to open community mall, The Jas Villas Amata, before eo-3Q, expects boost from transfer of ready to move in low-rise projects, New Era condo, in Ladprao

KBANK have offered 650K customers debt moratorium worth Bt828b, remained comfortable with Bt312b capital and 81% LTV.

Comment: Really? THB 828 bn of debt that have issues and they think THB 312 bn is enough? Hahahaha.

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