ACE mulls allocating Bt20b to finance 55 renewable PP projects it won in auctions as part of TH’s clean energy policy. KLINIQ opens new branch in Nakornsrithammarat, the most populated in the South, helping it achieves all time high rev this yr. Comment: Think this B grade version of MASTER is going to slower disappear […]

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ACE to expand private PPA, sees growth there, to sign PPA for 18 alternative energy power plants by Oct, boosting capacity to 112.73MW. AMATA reaffirms 2,250 rai land sales target, entering high season, sees no impact from political impasse, as long as it’s peaceful. ITD with China Raiway jv won Bt9.34b railway construction contract in […]

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ACE signed 2 waste power PPA combined 15.75mw. AMATA mulls listing utilities services business, Amata Strategic Holding 1, under restructuring plan, will offer no more than 30% of paid-up and list on SET. Comment: It’s a great CF business here… CBG anticipates meaningful turnaround 2Q supported by lower aluminum & energy costs, improved energy drink […]

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ACE reaffirms 1K MW capacity target after signing PPA on 18 community PP, eyes bid in 2nd phase, mulls 24 alternative energy projects and M&A. BCH sees >80K foreign patients and >1m SSO’s this year, sets Bt13b revenue target. SET’s warned investors to be extra careful in trading in DELTA, after reaching all time high […]

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ACE sees solid growth momentum in 2H and on track to meet >Bt6b revenue target this year, signs MOU to supply electricity to Asia Clean IE in Chonburi and to join bid for community waste power plant. NBTC board postponed decision on TRUE-DTAC merger, need more info, while consumer advocates petitioned the Norwegian embassy in […]

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ACE sees growth momentum this year on new PP both domestic and abroad, Community PP phase 2, 400MW waste PP. CHAYO sets Bt3b budget to scoop up bad debt, target Bt10b-Bt12b distressed debt under mgt by end of year. Comment: Yum yum period for these guys. COM7 upbeats 1Q earnings from strong mobile/IT products sales […]

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ACE signed PPA with EGAT for 8 community PP with 50MW capacity, to spend 10 months on construction, ready to bid for 400MW in 2nd phase. Comment: Are you ready to see ACE win most of the 2nd phase? NBTC’s summoned ADVANC to meet today to explain the downing of its mobile and fixed internet […]

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ACE, TPCH, UAC to bid for community PP phase 2 with 400MW later this year. Comment: Who wants to take the over/under that the police related ACE are going to win the majority of this? CRC to invest Bt100b over next 5-year to grow revenue by 2.5X, EBITDA by 3.5X, and market cap by 2.5X. […]

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ACE upbeats FY22 outlook from 250mw capacity on hand, full year recognition of 9.9mw biomass power plants cod-ed November 21, will sign 59mw community power PPA with Provincial Electricity Authority (PEA) by eo-1Q. CWT sets >10% revenue growth target this year, on power business and leather seats, expected to see big jump in orders, tracking […]

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