BCPG: Steady Growth from 1.8x Capacity Expansion
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation based on a target price of Bt18.00 derived using the DCF...
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BCPG: Target to Achieve Long Term Growth Through Capital Raising
Yesterday analyst meeting came out in positive tone. We expect the use of proceeds from capital raising for new investments that has potential to...
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BCPG: Short Term Negative Sentiments from Capital Increase
We see the BCPG’s capital increase plan to bring a short-term negative sentiments as the expected EPS dilution is higher the EPS growth forecasted...
354 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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BCPG: Hydro Power Plant to Drive 2Q20 Earnings
Yesterday analyst meeting came out in a positive tone. 2Q20 earnings outlooks looks solid from improved contribution from 114MW hydro power plants...
237 Views