B.GRIMM POWER Plc. (BGRIM): Soft 1Q26E Core Profit
We expect FX gains to support reported net profit in 1Q26E, but core profit to decline YoY and QoQ due to higher expenses (SG&A and tax) and...
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Energy (Power Plants): PDP 2026 Public Hearings: Solar and BESS Lead the First 12 Years; RE Target of 65% - Overweight
The plan calls for 50.9GW of new power-generating capacity, led by solar projects and battery energy storage systems (BESS), while combined-cycle...
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Krungthai XSpring Zoom Eng. September 3, 2026
The 10-year US Treasury yield eased to 4.78% as markets lowered the probability of a Fed rate hike in September following weak employment...
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Krungthai XSpring Technical Eng. - September 3, 2026
The SET Index declined in line with Asian markets amid concerns over the US-Iran conflict, rising oil prices, higher US Treasury yields, and...
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Primer: B Grimm Power (BGRIM TB) - Feb 2026
Strategic Pivot to Renewables: B. Grimm Power is aggressively expanding its renewable energy portfolio, targeting 10,000 MW of total capacity...
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