EPG: Revising Down Earnings by 9-14% While Maintain Long-Term Outlook
We revise down EPG’s net profit forecast by 9-14% in 2020-22E. However, we still maintain our positive outlook toward earnings recovery in ...
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EPG: Revising Down Earnings by 10-12% While Long-Term Outlook Still Intact
We revise down EPG’s net profit forecast by 10-12% in 2019-21E. However, we still maintain our positive outlook toward its FY20-21E earnings driven...
467 Views
EPG: Revenue from Auto Parts and EPP Buoyed Earnings to Grow YoY
EPG reports FY3Q19 net profit of Bt225m (+24%YoY,-14%QoQ). The FY9M19 result was in line with and accounts for 69% of our full-year forecast. A...
299 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
394 Views
Thai Industrial and the Trade War Resolutions
We met up with three companies that can be broadly described as industrial. While discussing their operations in the recent quarter, we also got a...
482 Views