RATCH: New Capacity Addition Would Offset EPS Dilution
Last week analyst meeting came out in a positive tone. We maintain the BUY call based on target price of Bt48.0 derived using SOTP methodology,...
403 Views
RATCH: Minor Dilution Impact from Capital Raising
Last week analyst meeting came out in a positive tone. We maintain the BUY call based on target price of Bt48.0 derived using SOTP methodology,...
324 Views
RATCH: Solid 2022 Outlook from New Project Additions
Analyst meeting came out in a positive tone, given the positive 2022 outlook backed by new project additions. We maintain our target price of...
274 Views
RATCH: Below 5% EPS Dilution After Paiton Inclusion
Last week analyst meeting came out in a positive tone. We maintain our target price of Bt48.0, while downgrade the recommendation to HOLD due to...
232 Views
RATCH: Negative View on Capital Increase Plan
We have a negative view on RATCH’s capital increase plan as the expected EPS dilution is higher than forecasted EPS growth for 2021E. Thus, we...
336 Views