BGRIM: Positive 2Q20 Earnings Outlook from Intact SPP Operations
Yesterday analyst meeting came out in a positive tone. Expect 2Q20E earnings to remain healthy backed by intact SPP operations and profit...
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The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
235 Views
1Q20 Core Earnings Grew from 50% Capacity Expansion in 2019
We maintain the HOLD rating on BGRIM with new 2020E target price of Bt47 (from Bt48) derived using DCF valuation (6.9% WACC and 1% TG), implying...
273 Views
BGRIM: Limited Impact from Drought and COVID-19 Outbreak
Yesterday analyst meeting came out in a positive tone. Expect 2020E earnings to remain healthy backed by profit recognition from 633MWe project...
346 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
635 Views