GPSC: Growth Momentum Ahead - Buy (2021E TP: Bt80.00)
The 328MW Glow Energy Phase 5 plant had an incident in early June that caused damage to the gas turbine, extending the unplanned shutdown until...
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Unexciting Earnings but of Solid Quality
Despite the company's lackluster earnings growth in 2020-21E, its earnings are of solid quality, with profit generation in the upper bound range...
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JKN: Video on Demand Platform as Key Growth Driver in 2020-21E
3Q19 Analyst meeting came out with positive tone given solid revenue growth on video on demand platforms and export sales, while we believe that a...
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JKN: Export Sales Help Offset Downturn in Domestic Market
2Q19 Analyst meeting came out with neutral tone. The management maintain revenue growth at 20% in 2019E amid negative environment in domestic...
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JKN: Little Impact from Digital TV Operators Returning Licenses to NBTC
We maintain our BUY rating for JKN with a target price of Bt8.80 based on 14.8xPE’19E, average of Asia ex-Japan Consumer Discretionary sector. We...
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