BPP cod 543mw Nakoso Integrated Gasification Combined Cycle powerplants in JPN (33.5% holding)

COTTO mulls expand distribution center upcountry to lower costs and expand market share on ceramic tiles & building material products, will add grout & tile adhesive to line up, expects higher sales yoy after revamp online channel (Cotto Life), sees upside from newly launched turnkey solar rooftop and carport targeting commercial & industrial clients.

EGCO sets Bt37b capex this year, target to add 1,000MW to 6,016MW existing capacity, mulls plan to JV with RATCH in Future Energy project to commercialize battery and EV business.

IMH: Asia Wealth Securities cuts holding by 4.9431% to 0.5116% of total outstanding on April 12.

SCB is among top candidate to acquire Bt90b consumer credits portfolio from Citi, Tabloid.

Comment: Reverberations throughout the region with this news, largest will get stronger, consumer suffers at the end of the day.

SHR sells Mercure Newbury Elcot Park hotel in UK to Signet Hotel Group for Bt182m.

Comment: I’ll have to do some double checking, but they just bought out their partner for all the Mercure assets in the UK (Fico Group Thailand). So I wouldn’t be surprised to read/hear that they are “re-positioning and rationing”

TM’s planning to submit petition to import Sputnik V, expects to get permit within 1H, aiming to distribute vaccine thru existing 250 private hospital clients account for 60-70% of 380 total private hospitals, sees demand for PPE, med supplies and sanitizing products grows from field hospitals.

Comment: “planning to submit” c’mon mannnn

TPOLY wins 2 construction contracts total Bt891m.

Comment: The moment they have 1-2 quarters of profit then perhaps the “Value” of its holding in TPCH will be recognised.

WICE eyes 15-20% FY21 revenue growth target supported by improved traffic on container transport cross border & sea freight, higher freight rates yoy on both air & marine, additional capacity from 200 new containers.

Comment: One of the winners during this period, commence smacking head against the wall for missing it, as I did keep saying that supply-chain issues would lead to booms in logistic players.

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