RATCH: 3Q20 Earnings to Improve from Overseas Performance
Last week analyst meeting came out in a positive tone. We maintain the BUY recommendation based on a target price of Bt74.5 derived using SOTP...
349 Views
Unexciting Earnings Profile; Growth Prospects Ahead
We cut the company's 2020-21E estimates, making its earnings profile unexciting in the period. Meanwhile, the company's growth prospects should...
89 Views
Potential Growth Ahead
We have a neutral view on RATCH's analyst meeting, as the company's growth prospects are intact (projects in the pipeline mostly on track and...
90 Views
RATCH: 2Q20 Earnings to Grow from IPP Seasonality
Last week analyst meeting came out in a positive tone. 2Q20 earnings outlook looks solid from IPP seasonality and profit recognition from 290MWe...
373 Views
Unexciting Earnings Growth; but Potential Growth Ahead
Although the company's earnings growth will be unexciting in 2020-21E, its long-term growth story remains intact for both the core power business...
91 Views