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...
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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
Energy Absolute: Energy Limited
​EA's disappointing Q3 results were expected due to declining EBITDA, but Criat's iRAP Global Plus PD Toolkit still gives relative comfort for the...
347 Views
B.grimm Power - 3Q24 NP Pressured by Forex Losses but Strong Core Profit
We maintain our 2024-26E core profit estimates (with 2024E expected to grow by +7% and 2025-26E at a 10% CAGR, supported by the commercial kick-off...
213 Views