CKP Confident of Continued Growth in Second Half of 2026, Benefiting from Mekong Water and China's Discharge Supporting Xayaburi

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CK Power Public Company Limited (CKP) is confident that its operating results in the second half of 2026 will continue to grow, supported by the expansion of its clean energy portfolio with Bangkok Expressway and Metro Public Company Limited (BEM), which has commenced commercial operation of a solar power project with a total installed capacity of 5 megawatts in September. Meanwhile, the water flow through the Xayaburi hydropower plant in the first six months was 17.7 percent higher than the same period last year, resulting in an 11.2 percent increase in electricity sales. It is expected that water discharge from upstream areas in China will remain high from October to early November, and there may be additional discharge at certain times in December, which supports water levels in the Mekong River in the fourth quarter of 2026. As for the Nam Ngum 2 hydropower plant, the usable water in the reservoir at the end of July stood at 32.53 percent of capacity, and it is expected that water inflow will increase during the rainy season. Meanwhile, the Bang Pa-in Cogeneration Power Plant (BIC) has returned to full capacity operation after maintenance in the first quarter of 2026, which will support electricity production and sales in the second half of the year.

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Energy Transition & Power Demand · 1 stocks
CK Power Public Company Limited
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Higher Mekong water flow and expected Chinese discharge boost Xayaburi hydropower output, with first-half water flow up 17.7% and electricity sales up 11.2%.

Industrials · 1 stocks