On Thursday at 2:56 PM (Bangkok time), the share price of B.Grimm Power Public Company Limited (SET: BGRIM) gained 6.34% or THB 0.90 to THB 15.10, with a trading value of THB 609.17 million.
Yuanta Securities (Thailand) highlighted Thailand’s government’s accelerated push for the 2,000-megawatt Direct Power Purchase Agreement (Direct PPA) project, alongside the Ministry of Energy’s ‘Quick Big Win’ policy, which includes community-based solar projects. These initiatives are currently under review, with expectations that the proposals will be submitted to the Committee on Energy Policy Administration (CEPA) by November 2025.
The analyst noted that power producers already selling electricity to industrial clients—such as GPSC, BGRIM, GULF, and WHAUP—stand to benefit the most from the Direct PPA scheme as they have experience in negotiating power contracts with private-sector customers and possess strong access to clients compared to operators focused primarily on government-linked projects.
