📊 BGRIM Company Background B.Grimm Power Public Company Limited, together with its subsidiaries, engages in the development, financing, construction, and operation of green-field power plants in Thailand and internationally. The company operates through Electricity Generating and Other Businesses segments, focusing on solar, hydro, wind, and other renewable energy sources. Market Cap (THB): 35.2B Market Cap […]
Read More →AAV: launches new route: Phuket-Medan, Indonesia, offering 4 weekly flights connecting world largest volcanic crater lake and beach town. Comment: Medan is the smuggling capital of Indonesia. I don’t see why it’s a connection point other than to placate a few wealthy folks (or could it be for labour?) why do I think this? Having […]
Read More →Notable Transactions Buy(s) THB 141 mn Sell(s) THB 122 mn
Read More →CPAXT relists today, post amalgamation, but under original ticker. No ceiling/floor caps. Comment: Yawn… GULF shareholders meeting to approve merger with INTUCH today. Comment: Of course it’s going ahead, this just helps GULF’s stretched balance sheet… NRF to open 4,000 sq.m. Asian supermarket, Bamboo Mart, in Victoria Parade LDN, will add 1 more in LDN’s […]
Read More →AKR anticipates positive earnings momentum continue thru next year driven by rising demand for transformer from property & solar rooftop project, aims to fill EPC backlog from Bt300m current bidding, 50% out of Bt350m backlog to realize this year, maintain 15% FY revenue growth target. Comment: The demand for transformers and substations are going to […]
Read More →ATP30 in talk RP to provide tourists shuttle services for travelers visiting Samui Island via ferry, seeks to branch out from factory clients in industrial estates to tourism sector to expand coverage, balance revenue mix. GIFT: par changed to Bt0.5 form Bt1, co., name changed to Gift Infinite, ticker remains unchanged, effective today. Comment: No […]
Read More →BGRIM eyes 3,000MW gas-fired PP, while GULF target wind, solar and LNG to power, and SUPER for Bt250MW wind Powerplant, following a new 150,489MW VN power development plan. Comment: What’s amusing is that yesterday, gulf themselves said that wind & solar are unreliable power generators… CK upbeats FY earnings visibility from Bt140b construction backlog pending […]
Read More →NBTC appoints AA&P as independent FA for ADVANC’s buyout of 3BB to be submitted for NBTC’s board by April. AMA sees 1Q turnaround from improved tanker demand for restocking on China reopening, allots Bt400m capex to add fleet size. Comment: This gives you an idea how how much volume PTG will be selling through it’s […]
Read More →BANPU in collab with SG partner Durapower & TH largest bus manufacturer, Cherdchai Motors sales to establish battery assembly plant in Nakhon Ratchasima province, target cod 1H23, aims to boost capacity to 1GWh by eo-FY26. Comment: I just wonder where they’ll source the raw materials for this to ensure competitive pricing? BEM’s retail subsidiary, BKK […]
Read More →GULF in MOU with Binance Holding to study a digital exchange in Thailand. Comment: Blockchain energy trading? INSET expects windfall from cypto & metaverse boom, sets Bt1b budget to expand data center & cyber security business. Comment: One dream we have is that Thailand is permitted to become the crypto/token hub of the region. HK/China […]
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