BANGKOK EXPRESSWAY AND METRO Plc. (BEM): 2Q26 Profit In Line; Awaiting New Rail Fare Structure - Outperform (12M FWD Fair Value Bt7.60)
2Q26 net profit grew both YoY and QoQ, in line with expectations. We maintain our Outperform rating and 12-month fair value (FV) of Bt7.60, based...
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Bangkok Expressway And Metro Plc. (BEM): Flat 2Q26E Earnings Expected; Awaiting New MRT Fare Scheme - Outperform (12M FWD Fair Value Bt7.60)
With expressway traffic and MRT ridership expected to remain broadly stable, we forecast 2Q26E core profit to be flat YoY. We also expect a 2-year...
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Bangkok Expressway And Metro Plc: 1Q26E Profit Flat; Double-Deck Talks To Start In May
We cut our core profit forecast to reflect a new amortization base from late 2025 and a softer traffic outlook, with expressway usage and mass...
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BANGKOK EXPRESSWAY AND METRO Plc. (BEM): 4Q25E Core Profit Muted; 1Q26E Improving
We expect 4Q25E core profit to edge up YoY on lower interest expenses, while BTS ridership and expressway traffic remain broadly stable.
129 Views
Today's Dominant Ideas
Technically, the SET Index is expected to move sideways, with the resistance at 1,540/1,545 points (75-day EMA) and the support at 1,519/1,515...
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