Stocks in the news (bgrim, pttep, sav, spali, tu) 09.05.25
BGRIM mulls increasing proportion of direct PPA on power sales in portfolio, target data center & AI infrastructure.
Comment: What happened to their renewable port and targets? DE
PTTEP keeps FY O&G sales volume target at 510k boepd, EBITA margin btw 70-75%, sees 2Q sales momentum remain strong aft increased stake in Sinphuhorm project, larger sales volume from Arthit field.
Comment: From those smarter than I – oil prices could be higher by year end. Trading range 55-75.
SAV: 1Q net profit @ Bt 141m +50% yoy.
Comment: As a clever friend commented “Dude they own the skies in Cambodia”
SPALI to launch Bt2,066m Supalai Garden Ville Theparak-Bangna with new series of single detached houses during May 17-18.
TU secured $150m ADB blue loan for sustainability, the 1st such financing in TH’s seafood sector.
Comment: ADB you idiots. How is TU a sustainability company?