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23 articles for B Grimm Power PCL
Thailand: Utilities - SPPs still smile, despite expected power price cut
The ERC will cut power price, but …. …we have upgraded our 2023 projections for SPPs. Sensitivity analysis.
Kijapat Wongmetta @ Bualuang Securities 23 March 2023
B Grimm Power PCL: Weak 4Q22 result; strong 2023 recovery outlook
Huge impairment meant that bottom-line was written in red ink. BGRIM posted a 4Q22 net loss of Bt545m. BGRIM will pay a DPS for 2H22 of Bt0.035.
Kijapat Wongmetta @ Bualuang Securities 1 March 2023
Thai: Utilities -A sharply higher Jan-Apr Ft rate super-charges SPPs’ profit
A rising Ft charge will boost the earnings of SPPs. Strong recovery expected for 4Q22 …. … and 1Q23.
Kijapat Wongmetta @ Bualuang Securities 27 January 2023
Thailand: Utilities - Who wins most from a higher Ft?
EGAT’s huge gas cost burden …. … means high electricity prices through 2023. SPPs will recover, VSPPs will fly.
Kijapat Wongmetta @ Bualuang Securities 5 September 2022
B Grimm Power PCL: A clear recovery signal!
Net loss (as expected), but a core profit beat! BGRIM announced a 2Q22 net loss of Bt193m. Revenue increased 28% YoY but declined 1% QoQ.
Kijapat Wongmetta @ Bualuang Securities 11 August 2022
B Grimm Power PCL: Rock bottom—the best entry point!
Our recent Utilities report (What EGAT’s financial numbers tell us, Jul 1) discussed EGAT’s financial losses tied to the slow Ft rate rise in the face of a fast-rising pooled gas price. At that price EGAT could clear the burden it has built since Jan...
Kijapat Wongmetta @ Bualuang Securities 27 July 2022
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Thailand
Asia
Capital Goods
About
B.Grimm Power Public Company Limited operates as a renewable energy company. The Company focuses on the development, financing, construction, and operation of green field power plants. B.Grimm Power also renders electricity distribution, operations, and maintenance services. B.Grimm Power serves clients in Asia.
