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 […]
Read More →MINT inked deal with Sichuan Dexinhousheng Enterprise Management to develop 111-key Anantara Xiling Snow Mountain Chengdu Resort, the 3rd resort to launch in China under Anantara brand aft Anantara Guiyang & Anantara Xishuangbanna, target cod Oct 2025. Comment: They’re just impressive in their ability, despite balance sheet issues, to continue growing and growing. Now what […]
Read More →Notable Transactions Buy(s) THB 330 mn Sell(s) THB 24 mn
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