EPG: FY2Q21 Earnings Climbed to the Highest Level in Four Quarters
EPG’s FY2Q21 net profit was at Bt308m (-6%YoY,+307%QoQ), the highest level in the past four quarters. The 1H21E result was much better than our...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
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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EPG: One of the Most Solid Polymer Convertor in the Downstream Sector
We expect FY2021E performance for auto part segment (46% revenue contribution) to remain weak as a result from COVID-19 but will be slightly offset...
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EPG: Low Cost of Materials Trend to Push Earnings up in FY2H20-21E
2QFY20 analyst meeting came out with positive tone. The management expect FY20-21E performance for all business units to recover in terms of...
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EPG: Silver Lining Is Imminent
1QFY20 analyst meeting came out with positive tone. The management expect all three business units to deliver growth in FY20-21E. We maintain our...
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