BGC: Expect 4Q21 Earnings to Recover QoQ
Yesterdays’ analyst meeting came out with a neutral tone. We expect 4Q21 earnings to improve on QoQ, especially from surge in glass packaging unit...
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BGC: Swap SPM Shares with BGE Will Provide Accretive Value
The deal to liquidate SPM (100%) in exchange with cash and some holding in BGE will allow the company to expand its packaging business while...
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The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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BGC: Energy Cost Pressures 2H21 Earnings
We maintain BGC with HOLD rating with a target price of Bt11.8 based on 15xPE’1H22E, close to the average of the Thai packaging sector.
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BGC: Aim to Be “Total Packaging Solution’’
Yesterday analyst meeting came out with a neutral tone as we anticipate earnings in 2021E to drop owning to a rise in cost of production. We...
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