Sigenergy bringt KI-gestütztes Heimenergiesystem SigenStor Neo auf den Markt

Strengthen Power Corporation Public Company Limited, or SSP, is preparing to take part in bidding to produce electricity from a 1,500-megawatt community solar farm project. Chayut Leehajaroenkul, Chief Financial Officer, said the company has expertise in this area and sees it as an opportunity to expand its power generation base, and is now waiting for clarity from the relevant authorities on when applications will open. For its business outlook in the second half of 2026, the company expects a clear improvement from the first half, driven by the completion of the sale of the Yamaga solar farm in Japan in late August 2026 for a total value of about 1 billion baht, together with two community waste-to-energy plants with combined capacity of about 19.8 megawatts that are expected to begin gradually supplying commercial electricity late this year. In addition, the weaker baht, which has fallen to about 33.64 baht per US dollar, should help support revenue, since the company earns about 30% of its revenue in US dollars from overseas. As for its long-term two-to-three-year plan, the company is preparing to bring about 420 megawatts of new capacity into commercial operation, comprising three solar farms in Thailand totaling 108.6 megawatts and the 150-megawatt Bago wind farm in the Philippines in 2027, with additional projects continuing through 2030 totaling more than 146 megawatts. On the analyst side, Asia Plus Securities gave a buy recommendation on SSP shares with a target price of 8.30 baht, forecasting normal profit of 693.9 million baht in 2026, up 12.2% from the previous year, supported by higher output at the SPN solar plant after panel replacement was completed, the TTTV wind project returning to full-year operation, the first full year of revenue recognition from the LEO2 project in 2026, and the positive contribution from the waste-to-energy plants totaling 19.8 megawatts in late 2026, as well as revenue recognition from the 150-megawatt Bago Wind Farm next year, which will help profit continue growing in 2027.

The government has finalised its public solar scheme, covering a maximum target of 1,500,000 households with a total budget of 75 billion baht. The first phase supports 1,000,000 participants with 50 billion baht, and the second phase covers another 500,000 participants with 25 billion baht. The state subsidises installation at 50,000 baht per household, and holders of state welfare cards may take part. On installation specifications, households can install systems of up to 10 kilowatts, with the buyback rate for surplus power set at 5 kilowatts at 2.20 baht per unit under a 20-year contract. The criteria have also been adjusted from rooftop-only to cover ground-mounted and floating installations, provided there is an electricity meter on the premises. Polpree Suwanchavi, Deputy Minister of Interior, said that electricity users with average monthly bills of 3,000 to 4,000 baht will see the value pay off immediately. The government will issue soft loans through three state banks, namely the Government Housing Bank, the Government Savings Bank, and the Bank for Agriculture and Agricultural Cooperatives, cutting interest to 2.5% per year with repayment over about seven years, and plans to open registration on 1 November this year.

Yuanta Securities issued a positive analysis of Singer Thailand Public Company Limited, or SINGER, after the company launched its SINGER brand S-PRO Series appliances, initially focusing on televisions, commercial freezers, air conditioners and washing machines, produced by a new OEM, resulting in higher gross margins. The company targets raising product margin to 40% from 31.4% in the first half of 2026, with a device lock function similar to that of smartphones, allowing sales on installment through SGC's SG Finance+ system, with interest rates on appliance loans close to the 25% per year charged on Lock Phone. The company also plans to expand its Solar Roof business through the JGS joint venture, in which JMART holds 50%, GUNKUL 40% and SINGER 10%, and to open Solar Roof Shop branches and provide loans through SGC, as well as a new service, SG Subscribe+, starting first with Solar Roof. On branch expansion, the company targets opening 146 new branches this year, up from 101 branches in the second quarter of 2026, and adding 1,000 sales staff, after already adding 443 in the second quarter of 2026. Yuanta expects SINGER's net profit in the third quarter of 2026 to accelerate markedly both year on year and quarter on quarter, and to keep growing both year on year and quarter on quarter in the fourth quarter of 2026, supporting full-year 2026 net profit of 647 million baht, up 516% year on year, and a further 21.5% year-on-year rise in 2027. It maintains a Buy rating with a 2027 target price of 13.70 baht, implying 25% upside from the current price.

ComEd and Chicago-based solar developer SunVest have energized a nearly eight-megawatt community solar array sited at the DeKalb Taylor Municipal Airport, adjacent to the airfield. Sixty percent of the subscription capacity is dedicated to low-to-moderate income customers, with average customer savings of more than $300 per year, or nearly $11,000 over the 35-year lifetime of the project, while savings across all subscribers amount to $246,000 annually, or $8.61 million over the next three decades. The project generates $91,000 in site rent and $36,000 in property taxes to DeKalb County each year, with the vast majority of the property taxes dedicated to local schools under state law, and it helps fulfill the Illinois Power Agency's goal to construct community solar facilities on municipal lands. ComEd President and CEO Gil Quiniones said community solar projects like this one are a quick way to bring down costs by bringing more power onto the grid, and SunVest Solar CEO Bram Walters said the project saves lower-income residents on their power bills while providing new revenue for the community. Aided by state policy, solar has more than tripled in ComEd's northern Illinois service territory since the Clean Energy and Jobs Act took effect in late 2021, with 2.0 gigawatts of distributed energy resources now connected to ComEd's grid, including 85,000 solar and battery storage systems, and more than 280 community sites serving over 53,000 residential customers; ComEd anticipates having 420 community solar sites energized by the end of 2026, including 16 systems by SunVest.

PTT, together with the Royal Thai Air Force, is driving forward the installation of solar power generation systems across 3 projects. These comprise floating solar power generation systems at the Air Operations Control Command and the 3rd Air Force Armament Factory of the Air Force Armament Department, and rooftop solar power generation systems at the Navaminda Kasatriyadhiraj Royal Air Force Academy within the Air Operations Control Command area of the Royal Thai Air Force. The projects operate under 25-year power purchase agreements. They help reduce the Royal Thai Air Force's utility expenses by approximately 52 million baht over the life of the projects and help cut greenhouse gas emissions by approximately 40,280 tonnes of carbon dioxide equivalent. Air Chief Marshal Wisut Somphakdee, Chairman of the Royal Thai Air Force Renewable Energy Committee, and Dr. Buranin Rattanasombat, Chief Operating Officer of the New Business and Sustainability Group at PTT Public Company Limited, jointly presided over the project opening ceremony. The initiative supports the use of environmentally friendly energy and drives Thailand's greenhouse gas reduction and Net Zero goals over the long term.