Big Cap Tactical Picks (Eng. / June 22, 2023)
We add GPSC to the portfolio thanks to the prospects for an earnings recovery in 2023E (KTX raised its earnings projection by 478.11% YoY to...
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3D"- Defensive-Diversified-Dividend
We re-initiate our coverage on GPSC with an Outperform rating. The valuation matrix suggests that the share price is fully valued in the short...
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Stepping Into Offshore Wind Projects in Taiwan
We have a positive view in the medium term on GPSC's step into offshore wind projects in Taiwan, with the profit contribution to start in...
86 Views
Avaada – Stepping Up Renewable Portfolio Ahead of Plan
We have a positive view on GPSC's acquisition of Avaada, a solar operator in India. This move will step up its renewable energy portfolio to 32%...
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