BGRIM acquires Australian-based wind farm developer, Nemaroo Bimbi Wind Farm (NBWF) to develop green field renewable project in North Queensland in AU, to capitalize on the city transitioning from fossils to renewables aft Queensland has announced an 80% renewable target by 2035.

Comment: I hope to be proven wrong…by all this renewables and that it’s actually going to be good for the world…but until then…it’s bs…as a private company – if is well subsidised by the government..go for it..

KKP signed MOU with AG Korat, a jv btw GULF and CP Group renewable unit, Alterwim, to provide Bt155m green loan to expand solar project for CP Group.

Comment: do green loans circumvent the BOT single lender limit?

KSL’s withdrawn its investment in sugar business in Cambodia, due to low global sugar price, and that Cambodian doesn’t take advantage of GSP to export sugar to EU and US.

NYT sees improved traffic at Roll on-Roll Off pier in 2H aft BYD opens Thai plant in Jul 4th to support global expansion, allots budget to expand cargo warehouse to boost recurring income.

Comment: Just replacement…no new highs are being made..

SAWAD refrains from title loan on EV for now, sees high risk from depreciation of collateral value, will reassess possibility in 1-3 yrs.

Comment: EV second hand prices drop faster than EA’s share price.

SEAFCO reported 4 foundation work project signed in Jul total Bt180m, lifts backlog above Bt1.5b, expects more to come in 2H from government infrastructure project, firms on Bt2b FY revenue target.

BYD opened its 1st plant at WHA in Rayong yesterday, the 1st in ASEAN.

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