BCPG: Counterparty cancels 99MW Vietnam wind farm deal due to unmet conditions, but exclusive negotiation with BCPG remains open until end-2025. Comment: All the renewable projects in VN that started within the past 7 years are fooked. EGCO: Khanom Power Plant running at full 930MW to support South during floods and compensate for offline plants. […]
Read More →Deputy PM Borwornsak said general election will most likely be held on Mar 29, together with a referendum on constitutional changes and may be a referendum on whether to scrap border and maritime agreements with Cambodia, which dictate how territorial disputes are settled. Govt kicked off retail shop registration ysday for “Khon La Khreung Plus” […]
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 →AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →AMA to expand integrated logistic project via its unit, AMAL, launching medical delivery via unmanned aerial vehicles in collab with Public Health Min in Dec 25 – April 26, targeting 3 southern most provinces, Satul, Krabi and Phangna. Comment: It certainly helps to have a family member in the BJT party AP m/t 34 residential […]
Read More →JMART: Local prices of mobile and IT products are not expected to be affected in the near term by new US import tariffs, as most products are manufactured in Asia. However, costs may rise for new product batches in 4Q if raw material prices increase. Comment: Everything comes from China, Taiwan & Vietnam and Thailand […]
Read More →HANA set up a 49:51 JV with PTT, to study a possible investment in smart electronics industry. JMART reaffirms solid 1Q driven by strong mobile sales supported by new launched Samsung AI S24 Ultra, higher contribution from subsidiaries (JMT & Tee Noi hot pot) to boost earnings. Comment: Market just has no love for JMART […]
Read More →HMPRO collabs with BAY’s consumer unit, Krungsri Consumers, to launch BNPL service, Home Pay by Krungsri Genesis, for HMPRO’s clients, target 120k new account this year. JMART sees another record high profit this year driven by robust mobile sales on the back of shopping tax rebate stimulus, growth from recently acquired Tee-Noi hot pot restaurant, […]
Read More →AH target 10-12% FY24 revenue growth driven by 3 jv with strategic partners in auto parts biz group, clean exhaust system under partnership with Purem by Eberspaecher, upside from 4-5 EV parts deals and Isuzu plans to use Thailand to be EV hub. Comment: It has zero net volume growth to AH. Instead people should […]
Read More →JMT: parent co., JMART, says no plan to exit debt collection business, maintain top holder of the company (53.84%). Comment: Why is it when a market declines that short sellers get the blame etc etc. The ability of the market participants to create fairytales is always remarkable…love markets. I hope this never stops, it creates […]
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