BCPG Plc. (BCPG): 2Q26 Core/Net Profit Missed Forecasts by 17%/26%; Challenge Priced In - Neutral (12M FWD Fair Value Bt7.60)
2Q26 core and net profit declined QoQ due to seasonal factors, including lower equity income from the US CCGT projects and an equity loss from the...
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BCPG Plc. (BCPG): 2Q26E Core Profit Weak QoQ; Hamilton Removed from Forecasts - Underperform (12M FWD Fair Value Bt7.65)
We expect 2Q26E core and net profit to decline QoQ, mainly due to seasonal headwinds, including lower equity income from US CCGT and an expected...
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BCPG Plc. (BCPG): US CCGT Divestment Amid Earnings Challenges
BCPG is required to sell its stakes in two US CCGT power plants (426MWe), as the investment has generated a total return multiple of 1.6x (vs. the...
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BCPG Plc. (BCPG): Received A Drag-Along Rights Notice For The Sale Of Shares...
On May 15, 2026, BCPG Hamilton, which holds a 25% stake in Hamilton Holdings II, LLC, received a notice from the shareholder holding the remaining...
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BCPG Plc. (BCPG): 1Q26 NP Beat By 11%; Core Profit Up YoY, Down QoQ On Seasonality
1Q26 core profit grew strongly YoY, supported by US CCGT, E Lao Monsoon, and Lao Hydro, but declined QoQ due to seasonal factors from Lao Monsoon...
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