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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

Gunkul Engineering PCL: Weak 4Q22 result, but strong recovery ahead

Missed our estimates. GUNKUL posted a 4Q22 net profit of Bt189m. The company will pay a dividend for 4Q22 of Bt0.06/share.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 28 February 2023

HANA: 4Q22 core earnings miss

4Q22 core earnings were 16% below our estimate. HANA posted a 4Q22 net profit of Bt1.1bn. Revenue totaled Bt7.1bn, up 14% YoY but down 6% QoQ.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 28 February 2023

QUALCOMM Inc: US : Iridium Communications Inc. - IRDM | The Original Six: IRDM/QCOM Score Two Hat Tricks' Worth of OEMs on Smartphone Power Play

CGS-CIMB Ric
Ric Prentiss @ CGS-CIMB 27 February 2023

SSP: Q4 22 Result Analysis | Low sales impact offset by affiliate profits

Revenues stood at SAR147mn, up 34.0% yoy (-28.2% qoq). EBIT stood at SAR10mn, up 66.3% yoy (-52.5% qoq). In Q4 22, SSP recorded a positive FCF of SAR71mn.
SNB Capital Talha
Talha Nazr @ SNB Capital 21 February 2023