Power Plant Group: After $SI Drops

Saw $SI drop quite a bit today, falling below 20 baht to 19.66. I think this will affect the sentiment of the power plant group quite a bit. What do you all think about the excessive reserve power generation capacity right now? I've seen some people concerned that there won't be many new PPAs to submit, or that the prices won't be as attractive as before. So I'd like to exchange views.

Personally, I think many stocks in this group are starting to have tight valuations, but some with high international revenue or specific good news might still perform well. For example, $ADBE, which dropped over 4%, might drag down the overall tech group, but in the SET, the power plant group likely has specific factors to watch.