BCPG: The Best Pick Among Renewables
We maintain the BUY rating with a target price of Bt22.8 derived using discounted cash flow methodology (WACC 5.1% and TG 1%). Our valuation...
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BCPG: Huge Growth Potential from Los-Vietnam Cross Border Power Sales
Yesterday analyst meeting came out in a positive tone, given 1) strong earnings growth momentum in next two years from 114MW hydro power plants...
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The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
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: Upside from Second Hydro Power Plant Acquisition in Laos
BCPG announced acquisition of new 45 MW hydro power plant in Laos. The project is roughly estimated to bring a positive upside of Bt1.0 to our...
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BCPG: 30% Guaranteed Growth in Next 5 Years
Last week site visit to 227MW Wayang Windu power plant in Indonesia came out to be in a positive tone. given the long term secured earnings from...
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