Bcpg - Smaller-Than-Expected Losses Due to Upbeat Earnings Contribution from US CCGT
A forex loss pressured the 3Q24 performance, resulting in an earnings reversal to a net loss, though the figure was smaller than expected due to a...
105 Views
Bcpg - Expect 3Q24E Net Loss Due to Forex Losses; Core Profit Growth QoQ
We expect a forex loss to have pressured 3Q24E to turn into a loss, but core profit is expected to have grown strongly QoQ due to seasonality and...
249 Views
Bcpg - Downbeat 2Q24 NP Given Losses from Write-Off and Impairment of Assets
The 2Q24 net profit fell short of the expectation due to losses from a write-off and an impairment of assets. The 2024E core profit outlook remains...
114 Views
Bcpg - Weak 2Q24E Core Earnings; Extra Gain to Cushion Bottom Line
The expected weak core earnings for 2Q24E and the low base for the 2024E core earnings, due to the adder gap and divestment gap, may exert downward...
178 Views
BCPG - Upbeat 1Q24 Earnings Due to High US CCGT Profit Contribution
The 3Q24E earnings are expected to be the peak quarter of the year due to positive seasonal factors (at the US CCGT and Nam San 3A & 3B projects),...
181 Views