BCPG expects to sign 600mw windfarm projects in Laos within 1H, sees room for additional capacity from 160k acres land, targets M&A 300mw this year. BGC expects meaningful turnaround from surging demand for bottle packaging on recovery consumption & F&B delivery trend. Comment: If you remember (https://www.thaicapitalist.com/random-thoughts-protests-bgc-bottles-it-cpall-not-a-monopoly/) I unleashed quite a bit into BGC (and […]

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AOT: 8 international airlines including, Singapore airline, Cathay Pacific, Etihad, Emirates, Austrian, Lufhansa, Austrian, Swiss Air & Qatar to resume flights to SIA from November 6, EVA & KLM are expecting to resume before end of year. ASIAN: upbeat 4Q earnings from strong pet food sales momentum, expects to sign additional OEM orders from US […]

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