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| 26 ѹ¹ 2560 | 17:05

SSP ŧʹôѹá á٧ش 9.89 .

    "ҧ ê" ô mai ѹá ֡ϪáԨѺŴըҡͧѧҹ俿- 鹵ͧ ֧ºʹѺʹعѧҹ᷹ ҹѺõͺѺ ѧѡŧعʶҺѹͧ 9.5 ҧŧعЭ 8 ç ѧԵԴ 122.4 ѵ Ҵ COD »չ ǹáŤҾ鹰ҹҧ 7.80-9.89 ҷ/

*** mai Ѻҫ͢ѹá 27 ..

    »оѹ ԭѵ Ѵ ҴѡѾ (mai) Դ Թյ͹Ѻ . ҧ ê (SSP) Ҩ¹͢㹵ҴѡѾ mai 㹡Ѿҡ 㹡ë͢ѡѾ “SSP” ѹ 27 ѹ¹ 2560 SSP ԹáԨ㹺ѷ (holding company) СͺáԨԵШ˹俿Ҩҡѧҹع¹иáԨͧ蹷еҧ
    Ѩغѹ SSP ŧع㹸áԨç俿ҾѧҹʧҷԵеҧ ŧع 100% çç俿ҾѧҹʧҷԵ㹻 ӹǹ 2 ç 1) çҧ . ž ҳѧҹ俿ʹ͢µѭ 40 ѵ ԴԹԧҳԪ͹Ҿѹ 2558 2) ç ͧʧüҹ֡ (ͼ.) . Ҫ ҧѲѧҧ ҳѧҹ俿ʹ͢µѭ 5 ѵ ҴҨöԴԹԧҳԪʷ 4 2561 Թŧع 86.9%-100% çç俿ҾѧҹʧҷԵ㹻ȭ蹨ӹǹ 5 ç ҳѧҹ俿ʹ͢µѭ 93 ѵ 觨зԴԹԧҳԪ㹻 2561 ӹǹ 23 ѵ 㹻 2563 ӹǹ 70 ѵ ͡ҡ SSP ѧçç俿ҾѧҹʧҷԵԴ駺ѧ (solar rooftop) 㹻¨ӹǹ 2 ç ѧüԵԴ 1.4 ѵ ҴҨöԴԹԧҳԪ 4 2560
    SSP շع 922.00 ҹҷ Ťҷ 1.00 ҷ Сͺѭ 691.63 ҹ ѭع 230.38 ҹ ʹ͢ѭع駨ӹǹͻЪҪ令á (IPO) ѹ 18-20 ѹ¹ 2560 Ҥ 7.70 ҷ ԴŤдع 1,773.89 ҹҷ ŤѡѾ Ҥ IPO 7,099.40 ҹҷ ѹ Unity I. Capital Limited 㹰ҹм鹢ͧ SSP ѭ͡¨ӹǹ 46.00 ҹ Ҥǡѹ . ԡ ӡѴ 繷֡ҷҧԹмѴáèѴ˹ѺСѹè˹

*** 㨵ͺѺ ѧʶҺѹͧ 9.5
          
    ص ҹؤػ иҹ˹ҷ .ҧ ê (SSP) Դ ѷ Ҩ¹㹵ҴѡѾ (mai) ѹáѹ 27 .. ѧҡѺõͺѺըҡѡŧع㹡ʹ͢ѭЪҪ繤á (IPO) ӹǹ 276,375,000 ͤԴԹ 30% ͧѭ͡ЪǷͧѷ ѧʹ͢ѭع駹 Ҥ 7.70 ҷ Ѻʹ㨨ҡѡŧعʶҺѹʴͧèͧԹҨӹǹ鹷Ѵҳ 9.5
    SSP 觸áԨ 2 1.áԨŧعоѲç俿ҾѧҹʧҷԵ 2.áԨŧعоѲç俿Ҿѧҹع¹ ç俿Ҿѧҹ ç俿ҾѧҹҫҾ ç俿Ҿѧҹ ç俿Ҿѧҹ 繵
    ѨغѹաѺҡç俿ҾѧҹʧҷԵԴԹԧҳԪ (COD) Ǩӹǹ 1 ç çҧ 㹨ѧѴž ѧüԵԴ 52 MW ջҳѧҹ俿ҷʹ͢µѭ 40 MW ѭҫ͢俿Ẻ Non-Firm ѭ 5 е 5 ѺǹҤѺ俿 (Adder) 6.5 ҷ͡ѵ- 10 չѺҡѹ COD

*** ç俿-    

    ѷҧŧعѲçç俿ҾѧҹʧҷԵЭ 8 ç ѧüԵԴ 122.4 MW ջҳ俿ҷʹ͢µѭ 98 MW ç㹻 ҧþѲѧҧ 1 ç ç ͼ. 㹨ѧѴҪ ҳѧҹ俿ҷʹ͢µѭ 5 MW ѵѺ俿 Feed-in Tariff (FiT) 4.12 ҷ͡ѵ- ʹѺ俿ҵѭ 25 ҴҨ COD 4/61
    ǹ㹻ȭ ç俿ҾѧҹʧҷԵҧŧع 5 ç Сͺ ç÷ҧáҧ 2 ç ҳѧҹ俿ҷʹ͢µѭ 47 MW 1.çԴС 㹨ѧѴ͡ ҳѧҹ俿ҷʹ͢µѭ 17 MW ѵѺ俿 FiT 40 ¹͡ѵ- ʹѺ俿ҵѭ 20 ҴҨ COD 1/61 2.çҡ 㹨ѧѴ ҳѧҹ俿ҷʹ͢µѭ 30 MW ѵѺ俿 FiT 36 ¹͡ѵ- ʹѺ俿 20 ҴҨ COD 2/63
    ͡ҡ ѷѧç÷ҧþѲѧҧӹǹ 2 ç ҳѧҹ俿ҷʹ͢µѭ 36 MW 1.ç 㹨ѧѴ ҳѧҹ俿ҷʹ͢µѭ 6 MW ѵѺ俿 FiT 36 ¹͡ѵ-ʹѺ俿ҵѭ 20 ҴҨ COD 4/61 2.ç 㹨ѧѴԫ͡ ҳѧҹ俿ҷʹ͢µѭ 30 MW ѵѺ俿 FiT 36 ¹͡ѵ- ʹѺ俿 20 ҴҨ COD 2/63
    ǡѹ ѧç÷ҧѲҢ鹵ա 1 ç çҡ ջҳѧҹ俿ҷʹ͢µѭ 10.0 MW ѵѺ俿 FiT 36 ¹͡ѵ- ʹѺ俿 20 ҴҨ COD 2/63

*** ٿ    
    
    ѷ ѧʹŧعçç俿ҾѧҹʧҷԵԴ駺ѧ (Solar Rooftop) 㹻ա 2 ç ç SNNP 1 ҧҧ㹨ѧѴطҤ ѧüԵԴ 384 ѵ ç SNNP 2 ҧѲѧҧ㹨ѧѴҪ ѧüԵԴ 998 ѵ 觷 2 ç ѵѺ俿ҷҧԧѵҵ俿Ұҹ»աҡ . Ф Ft »ա պѷ չҹҾ 絵 ӡѴ 繼Ѻ俿 25 Ҵҷ 2 çè COD 4/60
    “ӤѭѺŧعоѲҺؤҡҧԺҧ׹ ¢¡ŧعç俿Ҥú 200 MW 㹻 2563 ¡дѺѷѧҹ鹹 ¨繼ԵШѴҾѧҹ׹ǺѺʹѺʹعǴҴҧ蹤ͻª٧شͧѧ" ص
          
*** ֡ϪѺŴդͧ-鹵ͧ

     ʹҳç üѴ .ԡ 㹰ҹз֡ҷҧԹмѴáèѴ˹ѺСѹè˹ Դ ôԹáԨͧ SSP ѺŴըҡͧѧҹ俿㹻㹻ȭ蹷ҧͧ ֧º¢ͧҤѰʹѺʹعüԵШ˹俿Ҩҡѧҹع¹ҧͧ

***.ԡ ԹŤҾ鹰ҹ 7.80-9.40 ҷ/ 
    
     ѷѡѾ(.)ԡ к SSP ͼСͺ㹸áԨç俿ҾѧҹʧҷԵ (solar farm) ç÷ԹüԵ 1 ç㹢й (SPN) ա 7 ç÷ҧþѲ㹻Э Ҵç SPN öҧõ MW ѵҼŵͺ᷹ԹѾ (ROA) дѺ§Ѻç solarfarm ѡ ç㹻 ǡѹ Ҵ 5 ç÷ҧþѲҨЪѧüԵͧ SSP ѵҡԺµͻ (CAGR) 㹻 2560-63 23.9% CAGR ѺûԷ 10.9% ͡ҡ ѷҧҫա 2 ç㹭 ҴҨЪ CAGR ͧѧüԵСû 35.3% 14.2% ӴѺ 駹 ¹º¡èԹѹŷ 40% Ҵ SSP öԹѹ 0.19-0.34 ҷ/ 㹻 2560-63
    çѺ͹Ժⵢͧط ǹ˭Ҩҡç俿ҾѧҹʧҷԵȭ ҴҡûԢͧ SSP Ѻ鹨ҡ 447 ҹҷ 㹻 2559 677 ҹҷ 㹻 2563 㹡óշ·ش 760 ҹҷ 㹻 2563 㹡óաͺ
    駹 ͡ҡźǡҡѵҤ俿ҷ㹻 ҤҴҡԺⵢͧâͧ SSP 㹻 2560-63 ѺҹʧҡѧüԵҡ鹷㹻еҧա

*** .¾ҳԪ к ѧüԵ 3 CAGR 17% 㹻 60-63
    
     .¾ҳԪ к Ѩغѹ SSP çç俿ҾѧҹʧҷԵ§ 1 ç㹻 ѷç÷׹ѹǷЪʹѺʹعѧüԵѴǹö鹷ҡ ҡ 40 ѵ 134 ѵ㹻 2563 ǹ˭㹭 駹 ԧѺçҹ Ҵҡâͧ SSP ԺҧһзѺ㨷 CAGR 17% 㹻 2560-2563  Ѩ¡е鹡Ժ⵨Դҡç㹭 ç÷ءçѭ 20-25 觨ЪҧԹʴҧͧ һԹŤͧ SSP 8.55-9.12 ѹҹҷ (9.27-9.89 ҷ/)ҧԧԸ sum-of-the-parts PE
    

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