บทวิเคราะห์ (Research)

EPG : Earnings preview - Extra items might hurt earnings We had flagged earlier that EPG might book a huge extra item (over Bt320m) in 2QFY25F (Jul-Sep 2024) that would reduce net profit to only Bt61m (-86% yoy, -76% qoq). However, core profit should register decent recovery qoq to Bt381m (-15% yoy, +12% qoq), despite the weak outlook for Thailand’s automotive sector. We maintain a BUY rating and Bt5.70 TP for EPG.