AMATA mulls revising up FY22 revenue guidance from improved land & utilities sales, Bt1.45b out of Bt4.768b backlog to realize this year, sees upside from increased FDI. AMATAV target 100% revenue growth this year from strong industrial land sales in Vietnam from manufacturing relocation, higher selling price yoy on surging demand. Comment: Low base more […]
Read More →BGRIM said 3,600MW LNG-to-Power in Vietnam may be included in the 8th Power Development in Vietnam, together with 2-3 more with 2,000-3,000MW. Comment: Just look at the power assets that BGRIM is gathering throughout Asia. DMT: Easy Pass smart card established by Express way authority (EXAT) able to access Don Muang tollway from April 23. […]
Read More →DMT mulls bidding for rest area’s commercial service plaza from Department of Highway, seeks to branch out from tollway business, shorter payback period, avoid heavy capex. Comment: This group were “Clever” in getting their 1 concession which ended up paying great dividends for decades. Let’s see if the next generation can figure out how to […]
Read More →DMT: tollway operator, Don Muang tollway, debut IPO 140m shares at Bt16 apiece. Comment: Nothing sexy here, though perhaps they could make a story in the future about setting up an infrastructure fund with this asset. PTTEP: upbeat 2Q earnings from higher average gas sales volume above 416kbpd supported by Oman block 61 projects, targets […]
Read More →