สรุปหุ้นเด่นทางพื้นฐาน (27/08/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -27 ส.ค. 68 9:33: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ GULF 59 คาดกำไรปกติ3Q25F เติบโต y-y จาก i) ส่วนแบ่งกำไรจาก ADVANC ที่ปรับตัวเพิ่มขึ้นหลังควบรวม ii) คาดส่วนแบ่งกำไรจาก Jackson ปรับตัวเพิ่มขึ้นโดดเด่นจากผลของการปรับค่า CP ในตลาด PJM สหรัฐเป็น 270$/MW-day เต็มไตรมาส iii) ผลของการ COD โรงไฟฟ้าใหม่ใน 4Q24 และ 1Q25 ได้แก่ โรงไฟฟ้าหินกองเฟส 2 ขนาด 700 MW,โรงไฟฟ้า GPD unit 4 ขนาด 663 MW, โรงไฟฟ้าโซล่าร์ขนาด 295 MW ขณะที่กำไรปกติลดลง q-q เนื่องจาก Dividend

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