Global Power Synergy PCL

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31 articles for Global Power Synergy 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.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 23 March 2023

Thailand: Energy - Key takeaways from PTT Group Luncheon Talk

Ready for a new chapter of growth. Execution ability well established. -.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 17 March 2023

Global Power Synergy PCL: Weak 4Q22 result, but recovery expected in 1Q23

Core number missed our estimate, but beat the street. GPSC posted a 4Q22 net loss of Bt436m. Revenue increased by 58% YoY and 3% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 13 February 2023

Thailand: Utilities - Power price—an inconvenient truth!

The time bomb is ticking. Jan-Apr power price surge is inevitable. What viable mitigation measures are there?
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 21 November 2022

Global Power Synergy PCL: Beat our estimates; stronger than peers

Beat our estimates, but missed the street. GPSC posted a 3Q22 net profit of Bt331m. Revenue increased by 88% YoY and 22% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 10 November 2022

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.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 5 September 2022

Details

Thailand
Asia
Utilities
About
Global Power Synergy Public Company Limited (GPSC) provides utilities services. The Company generates and distributes electricity, steam, and processed water. GPSC serves customers in Thailand.

Associated topics

Global Power Synergy PCL Asia Equity Thailand Utilities Kijapat Wongmetta GPSC BGRIM Capital Goods B Grimm Power PCL Industrials EGAT ERC May