Industry Update - Energy (Power)
SPPs’ share prices may experience selling pressure in the short term due to three cases concerning electricity tariffs and Ft rates during the...
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Energy (Power) - MAY 30, 2024
The share prices of the power sector may face pressure from the extended high-interest rate cycle, posing downside risk to expected project returns.
418 Views
BCPG - Upbeat 1Q24 Earnings Due to High US CCGT Profit Contribution
The 3Q24E earnings are expected to be the peak quarter of the year due to positive seasonal factors (at the US CCGT and Nam San 3A & 3B projects),...
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BCPG - US CCGT Contribution to Boost Earnings Momentum in 1Q24E
Power stocks, characterized by high debt leverage, face negative impacts from the extended interest rate uptrend and baht depreciation.
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Energy (Power) - Flat Electricity Tariff and Ft for May to August
The Energy Regulatory Commission (ERC) resolved to set the electricity tariff at Bt4.18/unit and Ft at Bt0.3972/unit for May to August 2024, flat...
521 Views