สรุปหุ้นเด่นทางพื้นฐาน (04/08/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -4 ส.ค. 68 9:41: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ GULF 56.5 เราคาดกำไรปกติ2Q25F ของ GULF หลังควบรวมเติบโตโดดเด่นที่ 7,121 ลบ. (+50% y-y, +32% q-q) เพิ่มขึ้น y-y, q-q โดยหลักมาจาก i) รายได้ที่ปรับตัวเพิ่มขึ้นบนฤดูกาลซึ่งเป็น Peak Season ของทั้ง IPP, SPP และ IU ii) ส่วนแบ่งก าไร (+57% y-y,+46% q-q) ปรับตัวเพิ่มขึ้น y-y, q-q จากการรับรู้ส่วนแบ่งกำไรจาก ADVANC เต็มหลังควบรวมใน 2Q25F iii) การรับรู้Dividend Income จาก KBANK ราว 900 ลบ. KTB 25 เราคาดกำไรสุทธิ3Q25F

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