B: debut automated EV at smart warehouse, upbeat outlook from higher productivity, lower energy & labor costs.
Comment: The issue with this is that you need SIZE, unless it’s a massive warehouse, there is no scale factor.
COM7, DELTA and RATCH are among top candidates to be added into SET50 for 1H23, tabloid.
CSS-PG Electric-PMC consortium wins EPC contract from Provincial Electricity Authority (PEA) to install 90 EV charging stations total Bt 288.32m.
Comment: CSS – Well that’s a name we haven’t seen in the news for a while.
IND: wins construction contract for Den Chai-Chiang Rai-Chiang Khong rail projects from SRT total Bt 162.9m.
ITNS: IT solutions, International Network System, debut IPO 70m shares at Bt 3.89 apiece, KTB Sec leads.
Comment: A decent little pump.
PTTEP: ramp up investment in Erawan field after completed assets transfer Apr 22, aims to boost natural gas output to 800 mmscfd within Apr-24.
Comment: They are $hitting cash and I don’t see it stopping for the next time being.
TPS: signed turnkey projects for 115kv power transmission for Provincial Electricity Authority (PEA) total Bt 105m, lifts backlog to Bt 1.59b.