Industry Update: Energy (Power) - MARCH 12, 2025
Tariff and Ft charge for May-August generating short-term positive sentiment for SPP players; risks related to government reducing electricity...
149 Views
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...
288 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
Bcpg - Smaller-Than-Expected Losses Due to Upbeat Earnings Contribution from US CCGT
A forex loss pressured the 3Q24 performance, resulting in an earnings reversal to a net loss, though the figure was smaller than expected due to a...
253 Views
Bcpg - Expect 3Q24E Net Loss Due to Forex Losses; Core Profit Growth QoQ
We expect a forex loss to have pressured 3Q24E to turn into a loss, but core profit is expected to have grown strongly QoQ due to seasonality and...
315 Views