Industry Update Energy (Power) - DECEMBER 19, 2024
The Energy Regulatory Commission (ERC) announced the selection of winners for the RE 2.1 program, totaling 2,145MW (EGCO at 448MW, GUNKUL at 319MW,...
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The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
327 Views
Thai Solar Energy Plc. (TSE) - Expects to Win Not Less than 200MW from Auctions in 2023
We continue to recommend a Buy for TSE, with the 2023E SOTP-based fair price of Bt3.28 reflecting both existing power projects and projects under...
263 Views
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
812 Views
Wave or Waive?
In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of...
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