AWC: cod 72 villas luxury resort, Banyan Tree Krabi.
BBL, KBANK, TISCO passed BOT’s stress test, expects official announcement from BOT within next few days, tabloid.
Comment: BBL and KBANK both raised capital, TISCO hasn’t yet, I wouldn’t be surprised to see them require new capital next year.
GULF: confirms cod schedule of 2.5k mw GSRC power plant, 625mw each in 4 phases from Mar-21, Sept-21, Mar-22 & Sept-22, additional 2.5k mw from GPD pp to cod from Mar 24.
PSH: kick-off transfer of Bt 2.7b condo, The Reserve Sukhumvit 61, expects momentum accelerate as 97% of the project sold.
Comment: The transfer rate will be 50% if they are lucky.
WHAUP: signed a 15-yr contract for demineralized water sales with GPSC phase 2 worth Bt 1b, cod from December.
Comment: WHA as a group are just far more proactive than AMATA