EGCO: 2Q20 Earnings to Be Pressured by Lower Overseas Contribution
Yesterday analyst meeting came out in a neutral tone. Expect 2Q20E earnings to be slightly pressured by lower overseas performance offsetting the...
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EGCO: Thai Utility Premier Defensive During COVID-19 Crisis
We initiate coverage of EGCO with a BUY rating, based on a 2020E target price of Bt321, derived from a discounted cash flow valuation (WACC of ...
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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Anti-Trust Should Be A Non-Issue In The GPSC/Glow Deal
A decision by the Energy Regulatory Commission (ERC) on the acquisition of a 69.11% stake in Glow Energy Pcl (GLOW TB) by Global Power Synergy...
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Summit Power Intl IPO: Visible Pipeline but Tricky Valuation for the Frontier Listing
Summit Power International, the largest private IPP player in Bangladesh, is seeking to raise USD200 million to list in Singapore. In this insight,...
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