BGRIM : 2Q22 Will See a Recovery in Core Earnings
We maintain the BUY call with a TP of Bt42. We believe the current share paice has factored in the weak 2Q22 earnings impacted by high gas cost...
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BGRIM: Rising Gas Cost to Drag SPP Margins in 1H22
The analyst meeting came out in a negative tone, as the projected rise in gas cost will pressure the SPP margins and drag the earnings in 1H22. ...
201 Views
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...
213 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...
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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...
331 Views