CKP to COD 5 MW Solar, Supported by Water for XPCL-NN2

Earnings
โดย Kaohoon·TH·Read original
Summary · why it matters

CK Power or CKP revealed that in the second half of 2026, the company is supported by new capacity from solar power projects, favorable water conditions for hydropower plants, and the return to full operation of the Bang Pa-in Cogeneration plant. The company has additionally commenced commercial operation of a solar power project with Bangkok Expressway and Metro or BEM in September, with a total capacity of 5 megawatts, which will increase renewable energy capacity in its portfolio. Meanwhile, CKP is closely monitoring water conditions, as in the first six months of 2026, water flow through the Xayaburi hydropower plant was 17.7% higher than the same period last year, resulting in an 11.2% increase in electricity sales. For the second half of the year, the company assesses that water conditions remain a supportive factor for electricity generation at Xayaburi Power or XPCL, based on rainfall in the Mekong River basin and trends in upstream water discharge. It expects that upstream discharge from China will remain high between October and early November, with possible additional discharge at certain times in December, which will support water levels in the Mekong River during the fourth quarter of 2026. CKP estimates that water flow through the Xayaburi hydropower plant at the end of the year is likely to be good and slightly above average. As for Nam Ngum 2 or NN2, usable water in the reservoir at the end of July 2026 stood at 32.53% of usable capacity, with room to accommodate additional water during the rainy season. As for Bang Pa-in Cogeneration or BIC, after maintenance in the first quarter of 2026, the plant has now returned to full capacity operation, which will support electricity production and sales in the second half of the year.

Impact on stocks 2

Energy Transition & Power Demand▲ · 1 stocks
CK Power Public Company Limited
CKP
▲ PositiveSupplyrelevance

Favorable water conditions and higher Mekong flow support hydropower generation and electricity sales at CKP's Xayaburi and NN2 plants.

Industrials▲ · 1 stocks

Off-coverage companies 2

Bangpa-in Cogeneration Company Limited (BIC)Private▲ Positive
Supplyrelevance

Bang Pa-in Cogeneration returned to full capacity operation after Q1 2026 maintenance, supporting electricity production and sales in H2 2026.

Nam Ngum 2 Power Company Limited (NN2)Private± Mixed
relevance

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