← Rojana Industrial Park overview

Rojana Industrial Park vs Fortis: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Rojana Industrial Park Public Company Limited (ROJNA.BK)

Q3 2026
▲4

Chinese investment, BOI push and strong exports lift Rojana

  • Chinese giants to invest 70bn baht in Thailand Four major Chinese tech and auto firms plan to invest 70 billion baht in Thailand, focusing on EVs and AI data centers. This boosts demand for industrial park space, directly benefiting Rojana as a landlord to manufacturers.

    This is the main new demand driver for Rojana's industrial estate business.

  • BOI actively courting Chinese investment Thailand's Board of Investment is pushing to attract Xiaomi, Changan, Innolight and Eoptolink to expand in Thailand, supporting supply chains and increasing the chance of production relocations. This should lift demand for industrial estates like Rojana.

    Government efforts to attract investment directly support Rojana's customer base.

  • Rojana expands into apartment rentals Rojana set up a new subsidiary, UP Residence Nong Yai, to enter the apartment rental business. This diversifies income and strengthens the business structure, a small but positive step for future earnings.

    This is a new business move by the company that could add recurring income.

  • Strong exports and BOI digital push boost sentiment Thailand's exports grew 24.3% in August, and the BOI is promoting digital investment. Phillip Securities names Rojana among stocks benefiting from export growth and notes its standout first-half profit, supporting positive sentiment.

    This reinforces the positive demand outlook and highlights Rojana's strong financial performance.

August 2026
▲4

Chinese investment, BOI push and strong exports lift Rojana

  • Chinese giants to invest 70bn baht in Thailand Four major Chinese tech and auto firms plan to invest 70 billion baht in Thailand, focusing on EVs and AI data centers. This boosts demand for industrial park space, directly benefiting Rojana as a landlord to manufacturers.

    This is the main new demand driver for Rojana's industrial estate business.

  • BOI actively courting Chinese investment Thailand's Board of Investment is pushing to attract Xiaomi, Changan, Innolight and Eoptolink to expand in Thailand, supporting supply chains and increasing the chance of production relocations. This should lift demand for industrial estates like Rojana.

    Government efforts to attract investment directly support Rojana's customer base.

  • Rojana expands into apartment rentals Rojana set up a new subsidiary, UP Residence Nong Yai, to enter the apartment rental business. This diversifies income and strengthens the business structure, a small but positive step for future earnings.

    This is a new business move by the company that could add recurring income.

  • Strong exports and BOI digital push boost sentiment Thailand's exports grew 24.3% in August, and the BOI is promoting digital investment. Phillip Securities names Rojana among stocks benefiting from export growth and notes its standout first-half profit, supporting positive sentiment.

    This reinforces the positive demand outlook and highlights Rojana's strong financial performance.

Latest
▲4

Chinese investment, BOI push and strong exports lift Rojana

  • Chinese giants to invest 70bn baht in Thailand Four major Chinese tech and auto firms plan to invest 70 billion baht in Thailand, focusing on EVs and AI data centers. This boosts demand for industrial park space, directly benefiting Rojana as a landlord to manufacturers.

    This is the main new demand driver for Rojana's industrial estate business.

  • BOI actively courting Chinese investment Thailand's Board of Investment is pushing to attract Xiaomi, Changan, Innolight and Eoptolink to expand in Thailand, supporting supply chains and increasing the chance of production relocations. This should lift demand for industrial estates like Rojana.

    Government efforts to attract investment directly support Rojana's customer base.

  • Rojana expands into apartment rentals Rojana set up a new subsidiary, UP Residence Nong Yai, to enter the apartment rental business. This diversifies income and strengthens the business structure, a small but positive step for future earnings.

    This is a new business move by the company that could add recurring income.

  • Strong exports and BOI digital push boost sentiment Thailand's exports grew 24.3% in August, and the BOI is promoting digital investment. Phillip Securities names Rojana among stocks benefiting from export growth and notes its standout first-half profit, supporting positive sentiment.

    This reinforces the positive demand outlook and highlights Rojana's strong financial performance.

Fortis Inc (FTS)

Q3 2026
▲3

Fortis Q2 profit rises, capital plan reaffirmed, US$1B notes priced

  • Q2 profit and revenue rise Fortis earned C$396 million (C$0.78 a share) in the second quarter, up from C$384 million, as revenue rose 4.1% to C$2.93 billion. Higher sales and rate base growth lift earnings, which supports the dividend and the stock.

    The quarter's profit growth is the core new financial result behind the period.

  • Big five-year building plan reaffirmed Fortis spent C$2.7 billion in the first half and stuck with its C$5.6 billion annual and roughly C$26-28.8 billion five-year construction plans. That spending grows the rate base about 7% a year, which is the main engine for future earnings and 4-6% dividend growth.

    The reaffirmed capital plan is the long-term driver of earnings and dividend growth.

  • Tilbury LNG expansion approved British Columbia approved the Tilbury LNG Phase 1B expansion, costing up to about C$2.2 billion, with construction starting 2027 and service by 2031. It is extra spending beyond the current plan, a new source of future earnings, though it also adds project and cost risk.

    The Tilbury approval is a concrete new growth project beyond the existing plan.

  • US$1 billion debt raised, and valuation debate Fortis priced US$1 billion of long-term notes at 6.6-6.9% interest to repay maturing debt. That adds fixed interest cost but locks in funding for its building program. Meanwhile one analysis claims the shares are 70% below fair value, while analyst estimates call them roughly fairly priced.

    The new borrowing and the split valuation views are the remaining fresh items this period.

August 2026
▲3

Fortis Q2 profit rises, capital plan reaffirmed, US$1B notes priced

  • Q2 profit and revenue rise Fortis earned C$396 million (C$0.78 a share) in the second quarter, up from C$384 million, as revenue rose 4.1% to C$2.93 billion. Higher sales and rate base growth lift earnings, which supports the dividend and the stock.

    The quarter's profit growth is the core new financial result behind the period.

  • Big five-year building plan reaffirmed Fortis spent C$2.7 billion in the first half and stuck with its C$5.6 billion annual and roughly C$26-28.8 billion five-year construction plans. That spending grows the rate base about 7% a year, which is the main engine for future earnings and 4-6% dividend growth.

    The reaffirmed capital plan is the long-term driver of earnings and dividend growth.

  • Tilbury LNG expansion approved British Columbia approved the Tilbury LNG Phase 1B expansion, costing up to about C$2.2 billion, with construction starting 2027 and service by 2031. It is extra spending beyond the current plan, a new source of future earnings, though it also adds project and cost risk.

    The Tilbury approval is a concrete new growth project beyond the existing plan.

  • US$1 billion debt raised, and valuation debate Fortis priced US$1 billion of long-term notes at 6.6-6.9% interest to repay maturing debt. That adds fixed interest cost but locks in funding for its building program. Meanwhile one analysis claims the shares are 70% below fair value, while analyst estimates call them roughly fairly priced.

    The new borrowing and the split valuation views are the remaining fresh items this period.

Latest
▲3

Fortis Q2 profit rises, capital plan reaffirmed, US$1B notes priced

  • Q2 profit and revenue rise Fortis earned C$396 million (C$0.78 a share) in the second quarter, up from C$384 million, as revenue rose 4.1% to C$2.93 billion. Higher sales and rate base growth lift earnings, which supports the dividend and the stock.

    The quarter's profit growth is the core new financial result behind the period.

  • Big five-year building plan reaffirmed Fortis spent C$2.7 billion in the first half and stuck with its C$5.6 billion annual and roughly C$26-28.8 billion five-year construction plans. That spending grows the rate base about 7% a year, which is the main engine for future earnings and 4-6% dividend growth.

    The reaffirmed capital plan is the long-term driver of earnings and dividend growth.

  • Tilbury LNG expansion approved British Columbia approved the Tilbury LNG Phase 1B expansion, costing up to about C$2.2 billion, with construction starting 2027 and service by 2031. It is extra spending beyond the current plan, a new source of future earnings, though it also adds project and cost risk.

    The Tilbury approval is a concrete new growth project beyond the existing plan.

  • US$1 billion debt raised, and valuation debate Fortis priced US$1 billion of long-term notes at 6.6-6.9% interest to repay maturing debt. That adds fixed interest cost but locks in funding for its building program. Meanwhile one analysis claims the shares are 70% below fair value, while analyst estimates call them roughly fairly priced.

    The new borrowing and the split valuation views are the remaining fresh items this period.