Industry Update - Energy (Power) JANUARY 7, 2025
The power sector continues to face persistent negative factors, including the slower pace of the downward interest rate cycle, delays in the PDP...
288 Views
Industry Update Energy (Power) - DECEMBER 19, 2024
The Energy Regulatory Commission (ERC) announced the selection of winners for the RE 2.1 program, totaling 2,145MW (EGCO at 448MW, GUNKUL at 319MW,...
467 Views
Industry Update - Energy Sector (Power) - November 27, 2024
We expect declining gas costs to increase the opportunity for EGAT to reclaim the outstanding Ft burden and pose upside risk to IU margins in 2025E.
387 Views
Global Power Synergy - In-Line 3Q24 Earnings with a Lack of Seasonal Catalysts and a Forex Loss
e maintain a Buy call and await new positive catalysts to support the stock price, such as growth potential in green energy (RE) and possible...
383 Views
Industry Update: Energy (Power) - September 25, 2024
The Energy Regulatory Commission (ERC) has announced the purchase of 2,180 MW under the RE2 program for the first lot, which includes up to 600 MW...
261 Views