Ȩԡ¹ 2561

Ratch, Egco focus on overseas markets

ҫտ ҹ 2,000 ҹ

ҹ Ѻҹ֡

ſ Ѻ ᤻ͧԵ MSCI 鹼ŵͺ᷹ 7-10%

BPP 蹸.. COD 俿ҭ ˹ع鹻 61 ѧԵ 2,140 MW

SKE ҧç俿

SKE Ѻ ѧҹ俿 9.9 MW Q3/62

DEMCO ŧҹ »ŧҹ 1 . ŧع¹-

BPP Ѵ 300 ҹ ѧԵ 4300 MW

SSP Դ 119% Թ˹ COD ú 90 MW

PSTC ѹռŧҹ Ǵ Q3 tҹ 82.4%

ѧҹǴ 2.1 ѹ.

ԧ RDF ա

ҡ෤վѧҹ Prosumerization С䡡ӡѺҤѧҹ

ҹ Ѻ Դ Թ˹ չշ 13

DEMCO ءáԨ 蹧ҹ

ŧҹ 9 ͹ Ҵ 3.4 ѹҹ.

˹¹

Ѻؤѧҹ͹Ҥ

RATCH ҼԵ 700

PTT revising investment to shore up oil risks

Mahathir shrugs off Moodys concern

.촸.. Ἱŧع 5

BCP Ѻؤ ..˭

δѹ ǡûǹѹ PTT ͻ˹ 80

.ǹἹŧع 5 .. ҤҹѹԺ˹ 70-80 /

.ҴóҤҹѹ 62

촻.Ἱ5չѹš80­

ѹç 70-80 ѺҨչ-Ѱѡ

Ż/ö俤٧ ͧѴͤͪҵ

.Ѻ͹ѹǹ ѺἹŧع 5 70-80 Ѱ/

δѹ ǹѹ-Ҵ 62 ҤҾ .ѺѺط

ͧ鹹ѹ!!

öҤҹѹŧ

PTT ʹͺ ἹѺ Ҥҹѹѹǹ

ERC likely to decide on GPSC appeal next week 

GPSC to learn soon of fate of appeal over blocked Glow deal 

EGCO pushes on with Korea investment deal 

HIGHER OIl STOCKS EASE ENERGY BODYS CONCERNS 

.Ѵ 21 .. վʫطó 

ſ ѡҾ㹧ҹ SET in the City 2018 

2.5 ҹ 49% ç俿 Ҩ ءŧع 

FPI չ 2 ѹҹ èҫç俿 2  

ſ͡ٸԵ俿 

EGCO 2.62 ҹ ç俿 49% Сȧ 9 ͹ʹ 117% 

SUPER 4.78 ѹҹ ŧع ´ Ҵ 136.72 MW 

SUPER ѹعԹ

GULF-MTC ҵѴ ҤӹdzѪ MSCI

ſ ѡҾ㹧ҹ SET in the City 2018 ͡Ӥ繼㹡áԨѧҹ俿 

SUPER Ѵ 4.78 ѹ. ç俿 

EGCO 2.62 ҹ ءҴừԿԡ 

ҹ2ç俿 REnewable 

ػ Q3 ٺ 200 . 4.8 ѹҹŧع 3  

վʫطó 

SUPER ç俿 ѡѹáԨ 

ѷ͹ѴǷջЪҤ /觷Ӥ㨪Ǻҹ ش ҹç俿Ҫ

վչ 鹡 3 ǧԹ 4 ѹҹ 

öŤ Ѻҹ . اкͷ ͧ 585 ҹ 

ŧع Ҷ 49% ç俿Ҿѧ͹Ҩ 

KBS 4,0000 ҹҧç俿Ҫ 18 MW 

.俿ҵ. EGCO 2.6 ҹء ѹԵ÷ LNG 

ѻ˹ Ҵվʫ طó 

þ

Թ

SUPER ç俿´ 

PTT warms to cold strorage for fruit alle

IEA: GLOBAL oil market will lapse into surplus

Energy firms dive with oil in Asian markets 

.ͪçͿ

Դ ѹԨ ٹɰѲ ҧ ͹Ҥѧҹ 

շը  

ѹ觵ѧѺŧ 7% Ҵ ù Ҩ 62.18-68.95 ͺ

عǺ20ѭҤһǹɵá蹤 

PTTŤ¾ͧû˹ŴŧҤҹѹ 

ҧҡ Źѡ蹵Сٴ 

PTTOR ¼ʺ¹ӷ 

4ҵҡѾҤһ 

PTG ͧ Q4 ѺΫիѹáԨ ʹçͧ 

TASCO ⴴ ҧеΫիѹ á 17 ҷ 

Ҥҹѹǹš 

ѹ PTTEP Ǥ ¡úԹ BA

֧ʵѤѡش62»630Ң 

.ѹԺǧçз PTTEP ͹ѵŧعç EFC 

.ѹԺ ŧ 65-80 ­Ѱ 

Ѿ شҤҹѹ ŧ˹ѡش 3  

ⴹԡԹŵءص ç蹻 

ͺ촻. ͧͿ 

ͧ鹹ѹ

áԨзӻСѹ§ . Ҵ 62 ѹԺҤҾ 65-80 ­ 

蹹ѹǧзáԨ PTT 觨Ѻ/¼شѧ纼 

໹ẹö-ູԹ 2583 

TPIPP itf,m6o 4,000 ҹ鹡Ἱԧç俿 

ǹվʫطó 촡. Ѵѹ ҧǷҧ ҴԨó 30 ѹ 

Natural gas to overtake coal by 2030

Bangchak explores self-sustainning solar project 

վչ ͡鹡 

20 ͧ俿Ҿ 60% 

ſ͡ٸԵ俿

ԡẹ ͻԤ 

SPCG 㹭 蹡ûչ-ʹ COD 290 MW

GULF С Q3 Ѵ 1,205 ҹ 78% 9 ͹þ 2,475 ҹ 80 ҷ 

TPIPP 鹡 Թ 4 ѹҹ عԹͻ 

SPCG 8 ҹҷ ŧع-ѹŧҹ 

GUNKUL ҵ COD »շ 330 MW

WP çյ ŧҹ 4 ʴ 觻ʹٺ 

Ѻ MSCI Сѹ GULF-MTC ԹѴ 

ЫԺ˹Ҩ 

ſ͡ٸǹŧع

.ԡҺѵû.-¹ҹ 

.֧ѹԵ俿 

վʫ طó 1.4 ʹ. 

ç俿˹ع

͵ҹç俿Ҫ 

ẵ.. ෤¹š?

.Ѵ վʫ ѹ طó 

ſ繡Թ 3.8 ҹ ҧç俿 

վ׹͡鹡 4 ѹҹ 

. ֹ GPSC طó ǹ 14 .. Ѻ 

Thaioil wins SET Sustainability Award 2018 

Bangchak explores self-sustainning solar project 

࿤ἹŴԵ Ҥҹѹ Ҵšѧ٧ 

ҧҡ ѡ Ѻ ի 

PTT

ѧä PTG  

BCP ҧἹ áԨ 4 ŧع 7.7 ҹ 

BCP Ѵմ 7.7 . ҧҡáԨѾ 

ҧҡ ŧع 4 7.7 . ç. ẵ 

ҧҡѴ7.7ҹѧͪҾ¹ 

Ѵ4ҵáôѹҤʹ

.ʾŴԵ 

ҧҡ 7.7 ҹ ӸáԨ¹

ҧҡ 7.7 . ç. Եẵ/ٹ Ѻ ի

IEA ա 7 ҹѹ ж֧شѡ 

.ͧѹع 20 öҸó 

ҧҡءáԨ 7.7 ҹ  

ҧҡԧŴ 

.ҹѧͧѹع ɵáêǹѹ

BCP Ѵŧع 4 7.7 . Ҵѹ 2 .þ觡 35% 

Banpu eyes Vietnam uptick 

Stady coal demand buoys Banpu sales, profit 

մ礴 Ϳ ¹áԨ⳧俿 

ŴԹҹ觷غʶԵ 

ĵԡ

SCI ҧҼŧҹ˹ çҹ¹ 

SCN-ECF ç俿Թ á 50 COD Ἱ Q1 ˹ 

GUNKUL ԹҴ Q3 835% COM7 Q4 GUNKUL ԹҴ С 

Թͧѧѹ 

BANPU ŧع´ Q3 24% 2.49 ѹҹ 

WHAUP ÷ 1,600 . 

ѧҹط 1.2 ѹҹ 

. ͻԤԹ Թͧ ѧѹ  

ҹ 

çFSRU蹤èѴԧѧҹͻª٧شͧЪҹ 

իվըաþ3ͺ1,200ҹ

.매10ҧ

EA Q3 ѧҹ˹ع 

͡ٸ

BANPU 34% ءç俿´ 

ͻԤԹ Ե ѧⴹ. ѡ͹حҵ 

BGRIM 3 40% 

к§俿¹ 

BANPU Q3 ¡þ ¸áԨѧҹ´

ͻԤԹ Թͧѧѹ 

Saudi minister calls for oil output cut 

Sontirat eyws oil palm price slump fixes

If Open thought its job was done, 2019 will be a shock 

Oil producers see oversupply, call for effective strategies 

ҤҹѹѺѺ ŴüԵ 

ʹ 9 ͹ ѺҹʧҤҹѹ . ѹ 1.9 ʹ.

ҤҹѹԺҴж١ѹҡ ػҹҧͧ 

PTT ҵѴ 9 ͹ ÷ʹҹ 

PTT Q3 3 ҹ GPSC طó 

ЫԺ˹Ҩ 

.¡ 9 ͹ʹҹ 

ҧҡǹѺṹ 

ҧҡŴ 

ѧҹ¡ʹ BBGI ˹عºѰѴǹB100 

Ѻʾѧҹ

. 1 ʹҹԺ⵷ءáԨ 

໡ŴԵ 1 ҹ ػ蹫Ѿ 5 ʹ͹˹ ͹Ъ˭ 6 .. 

ͺСѺͧҵðҹ.TOS 

Ҥҹѹѹǹѧ١ѹҡػҹѹ鹵ͧ 

ѧҹ᷹鹤Ϳջ 62  

EA ʹ 9 ͹ 4 ѹҹ ç˹ҹ COD 㹻չ

BGRIM Q3 þ 40% ˹ COD ա 861 MW 

GULF Ѻ 2 Ǵ þ 80% - MSCI 

BGRIM ءŧعͧ 觫ԡ 2562 ⵡǡⴴ 

GULF ҧ 8 ⵻ 30% ѹ觷ҹ 2 ʹҹ 

EA 㨼ŻСͺû 61-62 С÷ӹεͧ 

 

EPCO ֡ CSS ´ 

WHAUP Ҵ˹ⵡǡⴴ ŧعç俿ҷ´ 

EPCO Ѻع CSS ´

EA ŧҹ 30% BGRIM ա 861 MW 

GULF Թ ç IPP á ͡͹ ..

.俿Ң Ҷ֧ .. 62 

ը ٪ ءٺ Եѧҹع¹ 

NN2 ˹ع 

ſ ѡҾ㹧ҹ SET in the City 2018 ͡Ӥ繼㹡áԨѧҹ俿 

. غʶԵ٧ش ҧç俿ҵἹ 

ѧѹѧ§зк 

ԭ٨ 

. 觡Щٴ 

Oil Market Outlook 

Ǩѹ-ҫ٪ 

BCP Q3 1,856 ҹҷ ç蹼ԵغʶԵ ꡢҡͧع 

ҤҹѹᴹҴ 

. (PTT) 

˭ PTT 짺ѹ 鹡÷ 3.39 ҹ 

ʹѹ 9 ͹á 3% 駻 61 ͢µ 3.5% 

ʹѹ⵵մվ 

ŴѧԵѹ

ҤҹѹԺçǨҡѧʧäѰ-չ 

ѹ ҵҴ ໡ ŴԵ˹ 

¹

зѰ ѧҹ᷹ 

ѷ ʵ 俹 (SPRC)

ҹͨѧŧعի شçҶҹԹ2 

顡.͡¡شᾧصϪз. 

ó顡.͡¡ش鹤Ϳ-.ạᾧ 

.ἹŧعѴ¡٪ 

PTTOR ҧҤ餹 ùǷš PTT Station Cafe amazon ҧùдѺš繻շ 2 Դ͡ѹ

ſ ʹպա 227 .  

ѺͿ俿ҧǴ..-..62 

ó顡.͡¡ش鹤Ϳ-.ạᾧ 

ѹ-Թ§鹤4.0ʵ. 

GUNKUL Թͧʵ ç俿  

¸áԨҹѧҹع¹ 

¡ԡ¡ҺѵûЪҪ 

.Թ˹ Ե俿 62  

12 ầ¡ ſ 3.8 ҹ 

ç俿ҷͧ 

.ش鹤俼ѡ . 

ѺһѭҾѧҹͧ 

ҧҡ85ᨡ2 

Ҥҹѹšǧ20% 

ҧҡ ŧҹ 9 ͹ 14% -ѹ 4,710 ҹ 

.ʵ ͡ѹ 

ѹҵҴ 5 ѻǧ 20% 

ç-ժҤҹѹѧ٧ 

Ǵ

Ǿѹ ԴѹЪѰ 

. º 20 ҤҶ١ Թ䫤Ѱش˹عѹ 15 .. 

2 ҧŴҹ׹ ҡҴѡѾ觻

ẵ (Battery) 硷Ӥѭ 

Ѱѭҳѧҹ 鹤Ϳͺ 16 ͹ 

͡હ- ԨԷŵ ºèѴþѧҹ 

ҤšԹѴѹѺ.дѺ6¡дѺԡâдǡѺ 

˹ҤͿ俿ҢѺ3.6ҷ Ǵ..-..ᾧشͺ16͹-ѡ.

.ç俿Ҵ˭ž 

CKP COD ͹˹

TPCH Q3 ʹ 254% ç俿 6 -鹼ŧҹ駻չ 

⵪ԺҢ¸áԨѧҹ 

褹¨ҡ 俢 4.30 ʵ. .ѹͧ 30 . Ҥ赡 

ѰҪͧ俾 CKP ʸ COD ç俿ҹк 

TPCH Q3 ç 254% COD ա 40 ѵ

BGRIM ç俿ҷԹ 31MW .. 鹡 Q3 189% 

ҤšԹѴѹѺ.дѺ6¡дѺԡâдǡѺ 

ش׹ͧ.š͹-ѧҹ¹Ǣ 

62 鹤 4.30 ʵ. . ԹѰҧ 鹷ع٧ ǺҹͧҤͧվ 

.ҭɰ켹֡ѧ. Ѵ觵к俿 

׺մվ 

իվը 3 俿ҭ 

ش Ѻ鹤俿 ա 4.30 ʵ. ͧ˹ 3.64 . 

. ش 鹤Ϳ . 

鹷عѹ-ҫ .Т Ϳ Ѻᾧ 

Դ

Ӽջءչ մվ 

Ϳ

.ӹѹԺԵ俿 

Diesel-B20 price gap broadened

շը ٺ 100% ɵ֧»ա 

STPI ŧعѹ 810 ҹҷ 

ЪѰԹ䫤 

ѡ 700 . Ŵ 20 5./Ե Թ䫤͹ѹ١ 

ɰѲ ٹФѧҹ Ѻ͹ صˡ ԷҾ 

ҹ

ҧҡ 2 ҧŴҹ׹㹧ҹ SET Sustainability Awards 2018 

Թ. ͹ѹ١ ͹ 

촡.ö÷ء ŴҤҹѹ 20 ա 2 .

20 ١ŧԵ 5 . 

ٴ

ö÷ء ͺ 20 ١һ 5 ҷ Թ䫤Ѱ͹Թش˹ع

BCPG posts 481% net profit surge on transactions 

SEC seeks clarity on EARTH 

GE to sell energy efficiency business as it cuts debt

.¡дѺдǡ Ѻ дѺ 6 ͧš 

ŵ.״ ᨧ

իվը-շշըի þ ء ŧع ˹عáԨ

ҧմվ ç俿ҡҫ 

.ҧʶҹ俿3.7.ҧ͹çӺѴ

ŧ͢俿ࢵȡ.Ǵ 

 

BCPG ʹ͡Ԩ ع- EIRR15% 

TPIPP áԨ俿˹ع 鹧ⴴ蹶֧˹ 

GPSC طó ӵѴԹ . GLOW 

.Ἱմվ .. ͹ç俿ҶҹԹѧ 70

իվը 3 ´ 5 ˵Ѻâç俿 ҡͧع 

ѧҹἹմվթѺ 

Ἱ մվ 顾. и. 

ѧҹ觤ʹմվ ʹ͡.͹.. ѹç俿ҡҫ ӴѺá ǧ 80 俿ҼԵѹ 

.ԭǹ СǴҤҧҹҧ 

Ҥһ ǹ .ԵʹŪҡ 

ͧ͹Ҥ 2 ȷҧ еҤ ѹš 

ǴҤҹѹšǹʾժԹ80?

5ҧ͡ؤѹᾧҧѲ2

շշըիͧѹ˹75

PLN secures $1.6 bn loan for 35000 MW power plants

3 ʶҺѹԧ ҹԹ

͹

EA Ѻ͡ԭ شʶҹժö¹俿

EA Ѻԭ ö¹俿

EE 駷 ¶ SSUT 40%

俿Ң ҧž-鹷ع

Ǵҹعء͡ ѺԴͺšз ѧѹѡ

ѹѹԵ俿

ѴҤҵ

ԭشŧع ö¹

Oil market on the alert as US reimposes sanctions on Iran

ʵ 2 ѹ.ѧ

IRPC

ѹ-Ѱ 8 ҵ ͹ѹҹ

SPRC 觫ԡŧҹ Q4 Թͧѧ 165,000 /ѹ

BBGI ˹عѴǹ B100

PTTEP Q4 Ժ áҧҤ 170 ҷ

PTTGC ҤҵӾ鹰ҹ ѺҼŧҹչ

SPRC ŧҹ 4 鹵 ҡ-ҹѹ˹ع

Թ.ѺҧΫ͹ѹ١ ѵä Ŵ 3 ҷ 15 ..

BBGI ˹عѰǹ B100

SPRC 4 á蹻ѹ

.ѴԹ䫤 ֧ . ¹ѹҤҶ١ 15 ..

.-ҧҡŴҤູԹ 40 ʵҧ/Ե

٢͹ѧ Ҥ 2561