AP to transfer 11 JV condo projects under LIFE Asoke-Rama-9 in August, after 95% sold. Comment: This will be interesting to watch. AWC: GIC cuts holding by 0.187% to 4.8684% of total outstanding on Monday (June 8), SEC filing. EGCO sees no impact on power gen from C19, 640mw offshore windfarm in Taiwan (25% holding) […]
Read More →AAV considers merger with another LLC to clamp down on pricing wars once flights eventually resume in the country. Comment: Would that be NOK? Wouldn’t make sense, Thai Smile perhaps? ADVANC launches “GOMO” sim for online uses with unlimited 50GB speed. Comment: Boom! And then your data will be leaked… ASP cuts dividend payout to […]
Read More →BTS to cod 4 skytrain stations (Ratchayothin 24, Ratchayothin, Senanikhom, Kasetsart Uni) on Dec 4. IRPC sees recovery in 4Q from petrochemical, refinery and progress in US-China trade deal.Opening of bidding envelops for 45MW Srinakarin Dam floating solar projects is scheduled for today, SCC, GPSC, SPCG, GUNKUL, WHAUP, EPCO, IRPC, BGRIM and among those vying […]
Read More →BPP to cod 19mw JPN solar & 52mw China geo-themal powerplants in 3Q, 660mw out of 1,320mw SLG coal-fired pp to cod in 4Q (BPP hold 30%), 660mw phase 2 to cod 1H20, 80mw Vietnam windfarm will start cod 4Q20 till 4Q21. III anticipates 2H turnaround from surging cargo traffic on seasonal, new route launched […]
Read More →Admin Court issued a verdict dismissing claims by TOT against DTAC (Bt246b), TRUE (Bt59.6b), ADVANC (Bt5.45b) on access charges. Comment: And thats a boon to all the major players esp DTAC AOT cut FY19 revenue growth target to 5% from 10%, revised down full year tourist arrival growth target to 5-6% from 6-7% from impact […]
Read More →BCPG BCPG says its 27.9MW solar farm in Japan was affected by the Japanese agency’s reduction of electricity purchases. It must rush to complete the project in 2020 before the agency reduces the FiT (Feed-in-Tariff). It is focusing on solar rooftop projects, following the government’s PDP plan and diversifying investment in other countries. It expects […]
Read More →AOT AOT entered into joint venture with SAL to improve parking service and airport equipment. It will hold 49% of the JV. It is looking for new investments. (Thun Hoon, 12/10/18) BGRIM BGRIM signed its Power Purchase Agreement (PPA) with Vietnam’s government. The 257MW plant will start commercial operations on June 30, 2019, boosting revenue […]
Read More →AGE AGE reported that 1H18 coal sales volume broke its target of 1.8mn tons. It expects 2018 sales volume of 3mn tons supported by Chinese imports, which were the highest in 54 months. It has already exported 200k tons coal to China. 2Q18 earnings were Bt46.5mn, +39.25%YoY. (Thun Hoon, 9/8/18) MGT MGT is negotiating for […]
Read More →BKD BKD is waiting for a result of Bt500mn bidding project. Management expects 2H18 operations to grow and plans to bid for new projects with total value of Bt3-4bn. The company maintains its revenue growth target at 20% backed by booking 50% of its backlog (Bt2bn) (Thun Hoon, 17/7/18) DDD DDD targets its revenue to […]
Read More →AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations. BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]
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