Mr Komkrit Tantravanich, Secretary General of the Energy Regulatory Commission (ERC) revealed that submitting an application for electricity generation and confirming the submission of an offer to sell electricity with documents showing qualifications and technical readiness information together with documentary evidence through the AG. Offer (REP system) from 4 November – 25 November. ’22 at 12:00 noon, a total of 22 days.
After the closure of the REP system, a total of 670 projects have submitted tenders for the sale of electricity, divided into (1) small power producers (SPPs) of 272 projects and (2) very small power producers ( VSPPs) of 398 projects, representing the total amount of electricity offered for sale is 17,400 megawatts.
The applicant for electricity production must submit an envelope for the sale of electricity. and proof envelopes from a parallel location for the submission of an offer to sell electricity (Bid Bond) to the Electricity Authority by November 30, 2022 at 3:00 pm and the submission of USB flash drive envelopes by December 2, 2022 at 3:00 pm After that, the Electricity Authority will check the qualifications to publish the list of qualified candidates by December 9, 2022.
For those who are not eligible, they can file an appeal with documentary evidence within December 22, 2022. The ERC will announce the results of the appeal within January 11, 2022, and will disseminate them through the website of the ERC Office www.erc . or.th
sideDBS Vickers Securities (Thailand) Company Limited specified in the analysis Recommend a group of power plants to apply for renewable energy power plants. GULF, EA, BGRIM, GUNKUL etc. are making applications for solar and wind energy plants. According to the news, this large company has submitted 10 projects for each group, with a total capacity of 1,000 MW for each group. The ERC will publish the list of qualified applicants on December 9.
According to DBSVTH’s strategic view, power plant stocks are more supportive factors. This round of bids is expected to make power plant stocks more active. and believe that large operators Have the opportunity to work with many who will continue to build on the current electricity generation capacity However, how much added value will there be? You have to look at the price and the rate of return on investment, which includes
However, it is seen that the performance of private power plants has passed the worst point during the 2nd quarter – 3rd quarter of 2022 and it is estimated that the net profit in 2023 will expand better. Strategically, DBSVTH’s top choices are BGRIM with a base price of Bt48, GPSC with a base price of Bt82 and GULF with a base price of Bt60.