BCPG: Positive Earnings Outlook and New Capacity Addition in 2021
Yesterday analyst meeting came out in positive tone. We maintain our BUY recommendation with a target price of Bt18.0, derived using the DCF...
390 Views
BCPG: New 20MW Solar Power Plant Support 4Q20 Earnings
We reiterate our BUY rating with a target price of Bt18.00, derived using the DCF methodology (WACC 5.1%, TG 1%), implying 19x PE’21
284 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
388 Views
Thailand Power Sector: Overweight-Bright 2021 Performance
Power Sector: Overweight-Bright 2021 sector performance. BCPG, GUNKUL, GULF top pick growth stocks. EGCO, RATCH top pick value stocks
516 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
307 Views