Vinythai (VNT TB)'s Delisting Offer (Finally) Commences
This is done and trading accordingly, with a gross/annualised return of 1.0%/5.6%. Unless terms happen to widen from here, this is largely an avoid...
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True/DTAC Merger. Optional VTOs
I would not chase this here. With the top two players potentially controlling ~96% of the market, even the Thai regulator might be reticent to...
330 Views
GPSC: Weak 4Q21 Outlook from Rising Gas Cost
Last week analyst meeting came out in a neutral tone. The natural gas cost is expected to continue the rally and peak in 2Q22, which will continue...
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Earnings Review: Global Power Synergy Plc.
Sustainable growth, moving toward renewable energy, GPSC’s 1H21 earnings contained no surprises, prompting us to keep our full-year forecasts...
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GPSC: New Capacity Addition to Drive 2H21 Earnings
Last week analyst meeting came out in a positive tone. We maintain the BUY recommendation based on a target price of Bt95.0, derived using DCF...
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