for a countryThaiNowadays, it can be seen that different sectors have turned to usefriendly energywithEnvironmentmore, including energy from solar, wind, water, bio-gas, various agricultural raw materials, etc. The construction of power plants ofgreen energymany across the country
Recently, the Office of the Energy Regulatory Commission (ERC) Open to interested parties to apply to generate and sell electricity fromrenewable energya new round in form Electricity Supply Tariff Between 2022-2030, a total of 5,203 megawatts
It seems to have gotten a lot of attention. A total of 670 projects were submitted by the private sector, representing a total production capacity of 17,400 megawatts, more than three times the set quota.
divided into Small Power Producers (SPPs) 272 projects, total 15,218.83 MW It includes 52 ground-mounted solar power plus energy storage systems, totaling 2,171.19 MW, 141 ground-mounted solar power, totaling 7,537.71 MW, and 79 wind power projects, totaling 5,509.93 MW.
a Very small power producers (VSPP) 398 projects totaling 2,181.58 MW Includes biogas (waste/waste) 2 projects totaling 6.50 megawatts, grassroots solar power 381 projects totaling 2,066.04 megawatts and wind power 15 projects totaling 109.04 megawatts.
The ERC will publish the list of eligible applicants on December 9, while those who are not eligible can appeal to the ERC by December 22, and the results of the appeal will be published Within 11 March 2023
Of course, this project will attract the attention of the country’s top power plant operators. as a company inthe stock marketcome together to be active, such as Gulf Energy Development Public Company Limited or GULF, Global Power Synergy Public Company Limited or GPSC, B.Grimm Power Company Limited Public Company Limited or BGRIM, RATCH Group Public Company Limited or RATCH
Absolute Energy Public Company Limited or EA, Gunkul Engineering Public Company Limited or GUNKUL, BCPG Public Company Limited or BCPG, Absolute Clean Energy Company Limited Public Company Limited or ACE
In the end, if any company can grab the rights, it will be a new story to help drive the business, and the ERC will collect all this green electricity and sell it to industrial factories that want to use electricity from energy renewable. Including sales to foreign countries that have regulations that require the production of products using clean energy, where the ERC will also issue a certificate.
side DBS Vickers Securities (Thailand) He said this project adds to the interest of the power plant group. Although the earnings trend has bottomed But the recovery is slow because 1. The Ft value has not increased much. (Less than the increase in costs) and it is expected that the new round of Ft increases in January-April 2023 will not move much either, and 2. Gas prices are still at a high level.
The research department estimates that the net profit for the 4th quarter of 2022 – 1st quarter of 2023 is not very good. But it will be better than in the last 2-3 quarters. “market par” Strategically, our top picks are BGRIM, GPSC, and GULF, looking for a time to buy when the stock price is weak.
