BCP: Bright Refinery Outlook 4Q21 Onwards
Analyst meeting came out in a positive tone. We maintain the BUY recommendation with a target price of Bt35.0, derived using SOTP method, implying...
212 Views
BCP: Expect Weak Net Profit in 3Q21 Due to Lower Stock Gain
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation with a target price of Bt35.0, derived using SOTP method,...
149 Views
Company Update: Bangchak Corporation Plc. (BCP)
We believe the slowdown in the recovery of the refinery and marketing business following the spread of the Delta variant has been largely priced...
116 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
193 Views
Energy Sector Outlook 3Q21
We maintain the BUY recommendation based on a target price of Bt146, derived using DCF methodology (WACC 9.4%, TG 2%). Our valuation implies 11x...
209 Views