บทวิเคราะห์ (Research)

CKP : Higher rainfall might trigger another shutdown In a recent update, CKP's management revealed elevated water levels in the Mekong River in Laos could lead to unusually strong water flow again and trigger another shutdown at XPCL. This prompted us to reduce efficiency factor at XPCL from 65% to 56% in our assumption and cut FY24F earnings by 9%. Consequently, we downgrade CKP to ‘Trading Buy’ (from Buy) with a revised target price of Bt4.3 (from Bt4.4).