GRAND: PAR changed to Bt 0.5 from 1, effective today.

Comment: It looks like the old trend of whenever a stocks does a par split in thailand => upside, is gone. Several occurred over the past few years with minimal impact. But this trend still works in Indo, time to shift capital there :p

GULF established 50:50 jv with CP Group, AG Korat, to expand solar rooftops & solar farms upcountry, target >300mw installed by end of year.

Comment: Consolidation play, CP doesn’t have the money, GULF does.

PROEN signed 3 underground wiring contracts with National Telecom (NT) to replace overhead transmission lines for (Chom Thong – Intharaphitak rd), (Pethchaburi – Srinagarindra rd), (Rama 3 – Sathorn road) total Bt105.16m.

Comment: Despite us all shaking our heads at how slow bkk is at putting all the cables underground, it has been happening. The city has changed a lot in the past decade, will continue to.

PTL sets US$100m FY22 capex to debottleneck BOPP-HVA PET production capacity in the U.S. & TH.

RATCH reports cod-ed of 296.23mw Riau combined-cycle pp in Indonesia on Feb 10, will immediately recognize income from 49% holding via indirect JV thru RH International (Spore).

SIS anticipates big jump this year from strong subscriptions of cybersecurity prog, Amazon Web Services (AWS), positive momentum on cloud users and healthy sales of Xiaomi IoT & smart home products, target 1k cloud clients by end of year from current 600.

Comment: SIS at the regional level has the Xiaomi distribution throughout the region – have a look at their hq to see what other brands could come into Thailand.

STARK sets revenue target this year at Bt27.3 – Bt30b, on expansion into EV related business, especially high quality wire and cable connecting to EV chargers, to increase overseas market to 50 countries from current 42.
Comment: Hello monopoly money.

TTCL wins Real-time Optimization (RTO) system from PTT for 2 gas separation plants (ESP & GSP6) total Bt2.33b.

WPH sees Jan bed OCC rate +100% yoy driven by improved IPD patients traffic, new hospital in Samui island is underway, target cod 1Q23.

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