BGRIM: Growth Intact from 30% Capacity Expansion in 2022-23
Last week analyst meeting came out in a neutral tone. We maintain the BUY recommendation based on the target price of Bt55.0 derived using DCF...
203 Views
BGRIM: Expect New M&As in near Term
Yesterday analyst meeting came out in a neutral tone. Expect the 2H21 earnings to be pressured by lower domestic electricity sales due to partial...
149 Views
BGRIM: Expecting New Project Announcements in 2H21
Yesterday analyst meeting came out in a positive tone. We maintain the BUY recommendation based on the target price of Bt55.0 derived using DCF...
324 Views
BGRIM: Expect LNG Import to Commence by 2H21
Yesterday analyst meeting came out with positive tone. We maintain the BUY recommendation based on the target price of Bt55.0 derived from DCF...
223 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views