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Global Power Synergy Company Ltd (GPSC TB)
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105
Analysis
Utilities
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Thailand
Global Power Synergy Company Ltd. (GPSC) provides utilities services. The Company generates and distributes electricity, steam, and processed water. GPSC serves customers in Thailand.
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bullish
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Siam Future Development
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25 Oct 2021 11:12
Buy Siam Future Development (SF TB). Then Buy Some More
Buy Siam Future. Then buy some more. I think you're looking at a minimum 10% upside from here - if using Big C Supercenter's delisting example -...
David Blennerhassett
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314 Views
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bullish
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Sermsuk PCL
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04 Jul 2024 09:41
Sermsuk (SSC TB): THBEV's Delisting Offer
This is done. The Offer Price is fair. Assuming completion early January 2025, I'd buy around THB 58.50, a 7% gross spread, or 15% annualised.
David Blennerhassett
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282 Views
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bullish
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PTT PCL
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20 Sep 2023 12:23
StubWorld: PTT Public Is Trading Cheap
I'd look to buy PTT outright; or hedge 40% with PTTEP (worth 36% of NAV); 15% of PTT Oil (worth 14% of NAV), together with O&G names to short.
David Blennerhassett
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518 Views
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bullish
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Oishi Group
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23 Aug 2023 12:37
Oishi Group: Shareholders Back ThaiBev’s Offer
The Offer for Oishi has closed with ThaiBev holding 98.5%. Despite the odd 5.9% gain yesterday, Oishi's IR has confirmed that i) shares are...
David Blennerhassett
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824 Views
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bullish
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Oishi Group
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18 Apr 2023 15:50
Oishi Group: IFA Backs ThaiBev's Offer
Assuming completion on the 23 August, this is trading tight at 2.3%/6.9% gross annualised. If already in, stay in for completion. Otherwise, get...
David Blennerhassett
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284 Views
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