Early this morning (September 13, 2022), the share price of the EA group plus the panel consisted of shares of battery manufacturers. – Auto parts – charging station
Keep an eye on the sub-board promoting today’s EV meeting. With the aim of providing measures in support of electric vehicle battery manufacturers, a share of 1 gigawatt, providing a maximum amount of 600 million baht, hoping to drive the widespread use of electric vehicles.
support group share price IT’S ATThis morning’s (Sept. 13) range plus the panel, led by EA’s share price, rose 3.42%, which is a 3 baht increase from the previous day’s closing price of 87.75 baht, with the last price at 90.75 baht and the opening of the market at 88.75.
stock price NEX increased by 2.67% or 0.50 baht compared to the previous day’s closing price of 18.70 baht and the last price at 19.20 baht and opening the market at 19.00 baht
stock price BYD Increase of 1.10% or 1.10 baht compared to the previous day’s closing price of 12.70 baht, with the last price at 13.80 baht and opening of the market at 12.80 baht.
stock price KCE Increase of 1.47% or 0.75 baht from the previous day’s closing price of 51.00 baht, with the latest price at 51.75 baht and opening of the market at 51.00 baht.
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Mr. Nattapon Kamthachue, Director of the Investment Analysis Department, Yuanta Securities said that the group’s shares IT’S AT He received the benefit of raising the panel earlier today. Caused by the following factors
Excise Department Source It revealed that the EV Promotion Board will hold a meeting on measures to promote battery production in Thailand today (September 13) Initially, the measures should support money for manufacturers to be able to compete on the price with those who can’t. produce abroad
Initially, manufacturers of electric vehicle batteries with a capacity of 1 gigawatt should have the opportunity to receive a subsidy of around 600 million baht (depending on quality and technology), with a share of around 8 gigawatts per year. .
We consider the beneficiaries of the measure those who have already invested in battery plants in the country ( IT’S ATJPIC) and stock under construction for battery plants (BANPU / BPP group).
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We expect most of the beneficiaries to be IT’S AT It is the only company with 1 GW of battery capacity in the country and is in the process of expanding to 4 GW by 2023.
While JPIC is in the process of expanding the battery capacity to 1 gigawatt (currently a pilot project), the BANPU / BPP group is investing in a battery plant (phase 1 with a capacity of around 200 megawatts).
However, EA’s stock price has risen about 6% over the past week, so let’s look at that. The current price has already answered the above problem.
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