Energy (Power Plants): Draft PDP 2026: Higher RE Share / Transition Toward DC, Direct PPA, and Energy Storage - Overweight
The draft PDP 2026 increases the share of renewable energy (RE) and marks a transition toward an era in which data centers (DC), Direct PPAs,...
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Krungthai XSpring Zoom Eng. August 18, 2026
Brent crude rose more than 2% amid concerns that tensions in the Middle East could persist, supporting speculative trading in energy stocks...
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Krungthai XSpring Zoom Eng. August 10, 2026
Crude oil prices rebounded more than 2% this morning after Iran rejected direct talks with the US over reopening the Strait of Hormuz, supporting...
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B.GRIMM POWER Plc. (BGRIM): 3Q25E-2025E Core Profit In Line With Forecasts
We expect 3Q25E NP growth YoY and QoQ, while core profit likely declined in 2025E.We keep the 2026 FV at Bt14.90 but downgrade to Underperform...
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Krungthai XSpring Zoom Eng. August 3, 2026
We expect the SET Index to advance toward the 1,650 resistance level, supported by foreign fund inflows alongside the strengthening of the...
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