BGRIM is ready to bid for 1,500MW of upcoming community solar auctions and will outline its 2026–2028 strategy in January. Comment: It’s still ridiculous that Thailand is going down this route…get LNG & coal going… DELTA: Shares fell 12.9% after a 45.8m-share placement at Bt171 via UBS. NVDR outflows reached -Bt4.8b YTD, highest on SET. The […]
Read More →AEONTS is expected to be major beneficiary from BOT extended the reduced min credit card pmt rate of 8% till eo-FY26 from original deadline of Dec 31,2025 as majority of AEONTS customers are low income earners, BOT measures wud help prevent vulnerable debtors become NPL. Comment: Jesus….consumers are broke… BDMS upbeats 4Q erngs from improved […]
Read More →BAFS: The mgmt said a surge in fuel refueling volume in the 4Q25, reaching its peak season which will be supported by SEA Games and athletes boosted fuel refueling volume. Growth is expected to continue next year, despite challenges from airports raising PSC. BAFS is preparing for a significant turning point in its pipeline transportation […]
Read More →AAV’s parent co, Capital A, considering joint invest w/ AOT to expand DMK phase 2 & 3 cover cargo, (Maintenance, Repair, Overhaul: MRO), propose govt to reduce excise tax on jet oil from current Bt4.726/ltr as well as fees for aeronautical & psx services. Comment: How is this not going to be amazingly bullish for […]
Read More →AAV: Stock jumped 8.4% y’day after Cabinet approves tourism incentives that starts from Oct 29th to Dec 15th. (Hoonsmart) Comment: Low oil prices, forget Chinese, #’s of flights and occ are still good. ADVANC rolls out campaign and smart living pdts to boost sales at Thai Mobile Expo event Oct 23-26, debut new service, AIS […]
Read More →ATLAS: LPG business, a subsidiary of PTG, Atlas Energy, debuts IPO 418.42m shares at Bt3 apiece. Comment: A good first pump, better for the parent. BGRIM: To expand into S. Korea by closing a deal to increase its stake in Nakwol 1 to 49% (acquired 20.8% stake) and boosting its 365MW offshore wind portfolio. (Kaohoon) […]
Read More →BGRIM’s expected to be prime beneficiary of ERC’s plan to implement Direct PPA that will allow private co., to buy clean electricity directly from renewable energy producers via grid connection where BGRIM should benefit from hyperscale data center that had already purchased land in AMATA industrial estates. Comment: With a new MoE – people are […]
Read More →88TH IPO set at 59.5m shares, THB 5.45/share, subscription 25–29 Sept, funding product expansion and new launches. Comment: Roll up roll up, this is your marketing tiktok punting shop. BGRIM partners with KBANK on interest rate hedging for renewable power projects, first in Thai power sector, supporting net-zero transition. Comment:: Net zero? Go suck a […]
Read More →SEC said its investigating online reports related to allegation that a group of investors are acting in concert in order to avoid a mandatory tender in one of a large energy co. Comment: Well duh….it’s that fellow in jail (I’m writing this 24/11) and his buddies that were trying to take this out of the […]
Read More →Fitch Rating TH said 6 major banks, designated as domestic systematically important banks or DSIBs by BOT including BBL, KTB, KBANK, SCB, BAY and TTB, are likely to face rising assets risks over nxt several yrs, pressured by a continued rise in impaired loans, which has edged up frm 3.5% at eo-23 to 3.6% eo-24 […]
Read More →