AWC and KTB sign a Long-term green loan agreement worth Bt7.9b to support the transformation of Hotel Plaza Athénée Nobu NY into a green building in line with international standards. Comment: Even with green bs, loan growth is still nothing… BANPU, via its Banpu Energy Australia, to acquire a 50% investment interest in the Wooreen […]
Read More →EPG sets Bt14b revenue target this year, on aggressive expansion in contraction mats and packaging, while focusing on cost control to maintain margin, sets Bt483m capex. OR in collab with RCL in developing biodiesel for shipping fleet, aiming to reduce carbon footprint. SPALI keeps plan for 36 new projects, after recovering from quake, with windfall […]
Read More →BGRIM mulls increasing proportion of direct PPA on power sales in portfolio, target data center & AI infrastructure. Comment: What happened to their renewable port and targets? DE PTTEP keeps FY O&G sales volume target at 510k boepd, EBITA margin btw 70-75%, sees 2Q sales momentum remain strong aft increased stake in Sinphuhorm project, larger […]
Read More →Notable Transactions Buy(s) THB 327 mn Sell(s) THB 120 mn
Read More →BCP’s Bt10b SAF factory on schedule to test run on Apr 25, adjusted estimate payback to 5-7 years from 3-5 years in previous feasibility as some jet fuel customers have postponed plans to legally require aircraft operators to enforce SAF usage. Comment: No one wants to waste money on this green $hit anymore. BEM: CK […]
Read More →Notable Transactions Lots of buying going on – but nothing in real value other than the usual power couple that is SPALI Buy(s) THB 500 mn Sell(s) THB
Read More →Notable Transactions Buy(s) THB 291 mn Sell(s) THB 214 mn
Read More →Notable Transactions Buy(s) THB 184 mn Sell(s) THB 85 mn
Read More →Notable Transactions Buy(s) THB 162 mn Sell(s) THB 1.4 mn Note: I would not be surprised to see more management buying over the next few months
Read More →AMA eyes 10% FY25 revenue growth target driven by higher contribution from onshore transport unit, AMA Logistic, after added 30 vehicles in 4Q24 to 334 units, upside from plastic beads transport TSSK Logistics (67% holding) and strong utilization rate on 8 marine tankers, seeks to branch out to thermal control logistic, warehouse business to diversify […]
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