บทวิเคราะห์ (Research)

BCPG : Raised earnings after including US profits Following an update with the management, we expect the US power plants to contribute stronger earnings these two years. Hence, we revised up 2025-26F earnings by 23% and 23%, respectively. This lifted TP to Bt7.70 (from Bt7.20) and prompted us to upgrade BCPG to Buy (from Trading Buy).