BGRIM: Advantage from Declining Gas Cost
Last week's analyst meeting came out in a positive tone. We maintain the BUY recommendation based on the target price of Bt55.0
229 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
179 Views
BGRIM: 3Q20 Core Profit Marked New High
BGRIM reported 3Q20 net profit of Bt500m (-34.4%YoY, -50.8% QoQ). Excluding FX & extraordinary items the core profit was at Bt745m (+10.5% YoY,...
270 Views
The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
282 Views
BGRIM: Positive Sentiments from Joining Hands with PEA ENCOM
Today’s conference call with the management came out in a positive tone. We expect the cooperation with PEA ENCOM will help BGRIM to expand the SPP...
224 Views