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...
166 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),...
175 Views
BCPG - US CCGT Contribution to Boost Earnings Momentum in 1Q24E
Power stocks, characterized by high debt leverage, face negative impacts from the extended interest rate uptrend and baht depreciation.
137 Views
Industry Update - Energy (Power)
SPPs’ share prices may experience selling pressure in the short term due to three cases concerning electricity tariffs and Ft rates during the...
150 Views
Energy (Power) - MAY 30, 2024
The share prices of the power sector may face pressure from the extended high-interest rate cycle, posing downside risk to expected project returns.
306 Views