bullish
GULF: 22% CAGR Capacity Expansion in Next 5 Years
Yesterday analyst meeting came out in a positive tone. We maintain the BUY recommendation with a target price of Bt41.4 derived using sum-of-the-parts (SOTP) methodology, implying a 78x PE’21.
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Pi Securities PCL, Thailand
Leading, full-service investment firm in Thailand
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- Thailand Power Sector: Overweight-Bright 2021 Performance07 Jan 2021
- GULF: 22% CAGR Capacity Expansion in Next 5 Years19 Nov 2020
- GULF: Expect 3Q20 Earnings to Grow Both YoY and QoQ18 Aug 2020
- GULF: Short Term Negative Sentiments from Capital Increase24 Jul 2020
- GULF: Upside from Investment in INTUCH29 Jun 2020
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