M P J Logistics Public Company Limited

Global Power Synergy Public Company Limited, or GPSC, has signed a memorandum of understanding with Korea Hydro & Nuclear Power, or KHNP, to study the feasibility of developing small modular reactor nuclear power plants, or SMRs. Sirimet Leepagorn, President and Acting Chief Operating Officer of GPSC, signed together with Il-kyoung Choi, Executive Vice President of KHNP, a company in the KEPCO group and South Korea's sole nuclear power plant operator, with more than 31 GW of generating capacity and full-cycle expertise in both EPC and O&M. This collaboration opens the way for GPSC to study SMR technology, the production of clean electricity and steam, as well as approaches to joint investment. Both parties plan to extend into the O&M business for SMRs and to develop personnel and knowledge through a technical working group, laying the groundwork to support the nuclear energy business over the long term. Meanwhile, SAWAD announced an interim dividend of 0.35 baht per share, totaling 581.53 million baht, from its first-half operating results, with an XD date of October 6, 2026, a record date of October 7, and dividend payment on October 21, 2026. Quick Transformation Public Company Limited, or QUICK, is preparing to hold the QUICK IPO Press Conference & Retail Investor Roadshow on September 28, 2026, to offer 32 million IPO shares for listing on the Market for Alternative Investment in the technology sector. And MPJ Logistics Public Company Limited, or MPJ, has opened a heavy container deposit service. Chief Executive Officer Jirasak Manatrakul said this is a strategy to increase the efficiency of using existing assets, supporting the revenue target for 2026 of 1.264 billion baht, a growth of 18%.

MPJ Logistics Public Company Limited, or MPJ, has launched a new service, heavy container deposit, to maximise the efficiency of its existing space, or asset utilisation. Chief Executive Officer Jeerasak Manatrakul said the company has already invested in specialised tools and equipment for moving and storing heavy containers, in order to increase speed and safety in operations and to raise container management standards to a more comprehensive level. The new service is one of its strategies to build on existing resources to create added value, alongside expanding into new customer groups and adding revenue channels from existing assets. MPJ is confident the service will drive operating results in the second half of 2026 to continued growth and support its 2026 revenue target of 1,264 million baht, or 18% growth, in line with plan.

TSE has laid out its strategy for the PDP2026 plan, a project to transform Thailand's energy structure, aiming to raise the share of clean energy above 60% and preparing to take part in Direct PPA and Solar Community tenders, with a target of adding at least 100 MW of capacity offered for sale to meet demand for clean electricity from data centers and the industrial sector. At the same time, the company is pressing ahead with construction of Solar Big Lot projects with total offered capacity of 229.06 MW, part of its expanded portfolio, with power scheduled to be supplied gradually from 2027 to 2030, and once all projects are fully supplying power, they are expected to generate additional annual revenue of more than 900 to 1,000 million baht. Meanwhile, the SAWAD board approved an interim cash dividend of 0.35 baht per share based on operating results for the period from January 1 to June 30, 2026, with a par value of 1.00 baht per share. The ex-dividend date is set for October 6, 2026, the record date for shareholders entitled to receive the dividend is October 7, 2026, and the dividend payment date is October 21, 2026. As for MPJ, it has launched a heavy cargo container deposit service, drawing on the potential of existing space to create added value, along with investment in specialized tools and equipment. The company is confident this new service will be another driver of operating results in the second half of 2026, supporting continuous growth and its 2026 revenue target of 1,264 million baht, or 18% growth, in line with plan.

MPJ Logistics or MPJ reported a net profit of 51.1 million baht for the second quarter of 2026, a new record high, increasing by 69.2% compared to the same period last year. Mr. Jeerasak Manatrakul stated that in the second half of the year, the company will continue the growth momentum from the first half, employing intensive cost management strategies combined with continuous revenue inflow to enhance stable and sustainable profitability in the long term.

Several Thai listed companies announced business updates at the same time. GULF disclosed that three joint ventures signed project loan agreements totaling no more than 8.6 billion baht with a 22-year tenor to develop three wind power projects with combined capacity of 208 megawatts. Commercial operation dates are expected to be phased in during 2027, with 25-year power purchase agreements with EGAT. Meanwhile, SCGP is spending 9.846 billion baht through Siam Kraft Industry Company Limited, a wholly owned subsidiary, to expand gypsum board paper production capacity in Kanchanaburi province by another 400,000 tonnes per year, with commercial operations expected in the fourth quarter of 2028. MPJ reported second-quarter 2026 net profit of 51.1 million baht, up 69.2 percent, and first-half profit of 74.8 million baht, up 25.1 percent, while maintaining this year's revenue target of 1.264 billion baht, growth of 18 percent, and preparing capital spending of more than 1.14 billion baht over the next two to three years, including expanding its Laem Chabang container yard by another 28 rai, with service expected to begin in the second quarter of 2027. SUPER signed a long-term credit facility with the Bank for Investment and Development of Vietnam worth 8.3 trillion dong, or about 1.065 billion baht, to support phase one of the Soc Trang Wind Power Plant with capacity of 30 megawatts. The loan has a 15-year tenor. WICE unveiled its second-half 2026 strategy, moving forward with expanding its customer network and regional trade routes, while also entering the US market and expanding its service area to 158,020 square metres.

MPJ announced second-quarter 2026 results, setting a new record with net profit of 51.1 million baht, up 69.2% from the same period last year, and total revenue of 321.4 million baht, up 20.4%. For the first six months of 2026, net profit was 74.8 million baht, up 25.1%, and service revenue was 601.2 million baht, up 12.1%. The company expects second-half 2026 business trends to have a chance to grow better than the first half, in line with the logistics industry and international trade, which are still expanding. In the first five months of 2026, Thailand's import value rose 27.2%, exports rose 9.6%, and container volume through Laem Chabang Port rose 5.6%. MPJ has set a capital expenditure budget of more than 1.14 billion baht to support growth over the next two to three years, along with expanding its container yard in the Laem Chabang area by about 28 rai, expected to open for service in the second quarter of 2027. The company also maintains its 2026 total revenue target of 1.264 billion baht, growth of 18%.

M P J Logistics Public Company Limited, or MPJ, reported second-quarter net profit for fiscal 2026 of 51.1 million baht, up 69.2% from the same period last year. Service revenue came in at 321.4 million baht, up 20.4%, while gross profit was 85.3 million baht, up 31.9%. For the first six months of 2026, net profit reached 74.8 million baht, up 25.1%, on revenue of 601.2 million baht, up 12.1%. Chief Executive Officer Jirasak Manatrakul said the growth came from expanding container yards and warehouses in the Eastern Economic Corridor, or EEC, to support foreign investment inflows. The company expects full-year operating cash flow of no less than 160 million baht, with a current return on equity of 17.6%, compared with an industry average of 6.2%, and an interest-bearing debt-to-equity ratio of only 0.32 times. The overall logistics industry continues to benefit from Thailand's 2025 import and export value of 22.6 trillion baht, up 5.5%, and container throughput at Laem Chabang Port of 10.3 million TEUs, up 8.5%. Foreign investment in the EEC accounted for 64.4% of total investment promotion applications worth 1.4 trillion baht, up 66.1%.

MPJ Logistics, or MPJ, has partnered with OOCL Logistics to open OM Depot Bangkok, a new container yard spanning 38,400 square metres in the strategic location of Lat Krabang. The facility supports container throughput of up to 10,000 TEUs per month, with trial operations beginning in January 2026 and average monthly throughput already reaching 7,500 TEUs, quickly pushing utilisation to 70%. This collaboration expands the customer base and links end-to-end logistics networks from Laem Chabang to central Bangkok and surrounding areas. It also reinforces positive signals from a strongly recovering logistics industry and represents a new S-curve that increases recurring revenue, strengthens cash flow stability, and creates long-term value for shareholders.