B.Grimm Power Plc. (BGRIM): Domestic Growth (PDP) / Overseas Growth (RE and Gas-Fired IPPs) - Outperform (12M FWD Fair Value Bt19.00)
We are positive on BGRIM's MW growth potential both domestically through opportunities under the PDP (RE, data centers, and Direct PPA) and...
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B.GRIMM POWER Plc. (BGRIM): In-Line 2Q26 Net/Core Profit - Outperform (12M FWD Fair Value Bt18.80)
Although 2Q26-3Q26E core profit is expected to be pressured by rising gas costs, we expect strong earnings momentum in 2027-28E, driven by new...
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B.GRIMM POWER Plc. (BGRIM): 2Q26E Core Profit Declined QoQ on Higher Gas Costs - Neutral (12M FWD Fair Value Bt18.80)
We maintain our Neutral rating and 12M FV of Bt18.80 (based on a 3.5% required return). We believe the market is looking beyond the acceleration...
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B.GRIMM POWER Plc. (BGRIM): 1Q26 Core Profit In Line
1Q26 net profit exceeded expectations by 6% due to FX gains, while core profit declined YoY (flat QoQ) due to higher expenses (SG&A and tax...
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Krungthai XSpring Technical Eng. - September 11, 2026
Asian markets closed lower, except Tokyo, as investors remained cautious amid rising oil prices and US Treasury yields while awaiting US inflation...
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