EA: to cod Li-Ion battery production plant, capacity 1GWh p.a. on December 12.
Comment: A few years delayed but here we go, and now we’ll see if the story plays out. At the end of the day it will depend upon managements ability to maintain the relationship with the Government entities in Thailand to keep pushing through this scheme and forcing automakers to buy from their plant.
CPANEL: revised up FY21 revenue growth target to 35% from 30%, sees recovery demand for precast concrete on jump start construction projects after LTV mortgage curbs lifted, QTD secured 8 projects total Bt 99m, lifts backlog to Bt 1.19b.
PF: sold Kororo ski resort in Hokkaido to GKKM & Napier TMK for Bt 4.357b.
SCN: wins NGV transport contract from PTT total Bt 178.8m.
TGPRO: granted hemp cultivation license by FDA, begins farming on 4 acres in Rayong plants in Dec, harvest 3Q22.
Comment: As if this makes sense…
NBTC commission to discuss TRUExDTAC deal on November 25, demand meeting with SEC and Trade Competition Commission for proper resolutions regarding merger as Telenor and CP are not licenses with NBTC office, only DTAC TriNet and True Move H are under NBTC supervision.
Comment: Solution is simple, dump the $hit spectrum from true/dtac to National Telecom, magic.