BCPG: New 20MW Solar Power Plant Support 4Q20 Earnings
We reiterate our BUY rating with a target price of Bt18.00, derived using the DCF methodology (WACC 5.1%, TG 1%), implying 19x PE’21
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The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views
Thailand Power Sector: Overweight-Bright 2021 Performance
Power Sector: Overweight-Bright 2021 sector performance. BCPG, GUNKUL, GULF top pick growth stocks. EGCO, RATCH top pick value stocks
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The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
170 Views
BCPG: Steady Growth from 1.8x Capacity Expansion
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation based on a target price of Bt18.00 derived using the DCF...
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