BANPU: planning more M&A power business in the US to take advantage of Trump’s fossil fuel-friendly policies & power-hungry data center, aims to expand at least 750mw of gas-fires power in the US over next 5 years from current 750mw from Temple I & Temple II operating in Texas.

Comment: The news is amazing, first BANPU was apparently becoming a green energy company blah blah blah, and now it’s looking to invest in businesses that are fossil fuel friendly.

SC: revealed 2Q launch plan total 5 residential project worth Bt 7.46b, keeps Bt 4b 2Q sales target after logged Bt 1.9b in April, maintain Bt 8.1b 1H target.

STPI: to cod 600mw windfarm in Laos mid-May, ahead of schedule by 5 months, expects to realize Bt 60-70m this year & Bt 150m in 2026.

Comment: In Laos and Cambodia, it’s Thailand vs China for these projects.