BANPU
Power plants, coal at core of new Banpu plan : Banpul Plc is preparing a new five-year business plan in preparation for the current plan ending in 2015, the company has revealed. (The Nation, 14/11/14)
Comment: For banpu to become an attractive investment again one of two these two things have to happen 1) heavy investing in power plants 2) coal prices go sky high

KBANK
KBank opening bank in Laos this month : Kasikornbank is venturing into the Asean market by opening a bank with registered capital of Bt1.2 billion in Laos. The bank, which will commence operations this month, will focus on high-end customers and groups of companies investing in that country. (The Nation, 14/11/14)

MCOT
MCOT may face fine for network rollout delay : NBTC panel mulls issue of warning to state media enterprise. MCOT may be fined under an administrative action by the broadcasting regulator because of the delayed roll-out of its digital TV transmission network.(The Nation, 14/11/14)
Comment: Still a poorly run agency, and they have yet to get their act together, stay far away until the yield becomes attractive enough

RATCH
Ratch’s net profit up 10% : Ratchaburi Electricity Generating Holding yesterday reported net profit rising by 10 per cent to Bt6.17 billion and operating revenue by 11 per cent to Bt43.11 billion in the first nine months of this year. (The Nation, 14/11/14)

TRUE
True Corp earmarks Bt43 billion for two-year broadband expansion : Milestone investment in line with ‘digital economy’, FFTx to cover 4m homes in capital. True Corp will spend Bt43 billion over two years to expand its fixed and mobile broadband networks to strengthen its telecommunication business and support the government’s “digital economy” policy. (The Nation, 14/11/14)
Comment: Unrelated to True – but this govt’s digital economy is a stupid idea, internet speeds here are slow, there aren’t any fiber optic cables installed underground, cables are still dangling over year street in Thailand. How can Thailand have a digital economy if every time it rains our internet gets cut off?