AUCT upbeats on surging traffic thru auction yard driven by declining used cars price and larger volume of repossessed vehicles as banks clearing up NPLs. Comment: Urgh…was looking at this name again 2 months ago and it just jumped…well positioned to benefit from the higher number of vehicles going through their system BCH sees big […]

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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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ATP30 sets Bt180m capex to replace fleet with 60 e-bus, aims to boost margins from lower maintenance & fuel costs. BGRIM sets 10,000MW capacity target by 2030, 10% EBITDA growth p.a., boosting renewable energy to 50%, and bids for 2,000-3,000 MW alternative energy PP in VN under PDP8. Comment: With the drive from politics, I […]

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BGRIM, GUNKUL, GULF, SCC, BANPU, WHA, TSE, DEMCO, GPSC among qualified bidders for 5GW renewable PPA from Electricity Generating Authority (EGAT). Comment: Other than the first 3, do the others really stand a chance? JR: wins sub-contract project from STEC valued at Bt3.9b, lifting backlog to all time high at Bt7.5b, expects positive growth momentum […]

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CBG: mulls tap in premium energy drink segment, sees mass market consumers switched to premium products from narrower price difference, adding 2 new energy drink formulas & 1 functional drink in 4Q to boost sales. Comment: CBG has taken OSP out back and beaten it with a stick. EGCO: submitted bidding for 5k mw renewable […]

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