Inventory - BGrimm Power PCL (SET:BGRIM)

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Price: 12.8 THB 0.79%

Market Cap: ฿33.4B

BGrimm Power PCL
Inventory

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Annual

Adjust for Inflation

Balance Sheet

BGrimm Power PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
B	BGrimm Power PCL SET:BGRIM	Inventory ฿1.1B	CAGR 3-Years 9%	CAGR 5-Years 1%	CAGR 10-Years N/A
E	Electricity Generating PCL SET:EGCO	Inventory ฿2.5B	CAGR 3-Years 1%	CAGR 5-Years -4%	CAGR 10-Years 5%
B	Banpu Power PCL SET:BPP	Inventory ฿1.5B	CAGR 3-Years 6%	CAGR 5-Years 25%	CAGR 10-Years N/A
G	Gulf Energy Development PCL SET:GULF	Inventory ฿3.2B	CAGR 3-Years 35%	CAGR 5-Years 83%	CAGR 10-Years N/A
G	Global Power Synergy PCL SET:GPSC	Inventory ฿7.7B	CAGR 3-Years -7%	CAGR 5-Years 3%	CAGR 10-Years 35%
R	Ratch Group PCL SET:RATCH	Inventory ฿2.3B	CAGR 3-Years 6%	CAGR 5-Years 6%	CAGR 10-Years 1%

BGrimm Power PCL
Glance View

Market Cap

33.4B THB

Industry

Utilities

BGrimm Power PCL emerged from the shadows of Thailand's industrial landscape as a pivotal player in the Southeast Asian energy sector. With roots tracing back to the 19th century in Bangkok, BGrimm originally embarked on its journey as a trading firm, gradually evolving into a powerhouse in power generation. Today, it operates a diversified portfolio of power plants, with a robust focus on natural gas, renewable energy, and combined heat and power projects. The company’s operations primarily hinge upon producing and supplying electricity to Thailand's stable yet ambitious industrial sector, serving a multitude of clients through long-term contracts. This business model not only ensures consistent revenue streams but also aligns BGrimm with sustainable development goals, as a significant portion of its investments are channeled into renewable energy projects including solar and wind. At the heart of BGrimm's strategy lies a mission to harness its engineering prowess and financial acumen to tap into the evolving energy demands of Thailand and its neighbors. The company generates income by selling electricity to both government-owned and private utilities, leveraging power purchase agreements that often extend for decades, thus guaranteeing financial stability and predictability. Furthermore, their commitment to expanding in international markets, particularly in countries with burgeoning energy needs, poises them for future growth. By steadily expanding their footprint in the region, BGrimm Power PCL not only reinforces its status in the power generation arena but also reflects a vision deeply embedded in regional collaborations and sustainable energy transformation.

View BGRIM Analysis

BGRIM Intrinsic Value

Undervaluation 52%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

BGrimm Power PCL
SET:BGRIM

BGrimm Power PCL
Inventory

BGrimm Power PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

BGrimm Power PCL
Glance View

See Also

What is BGrimm Power PCL's Inventory?

Inventory
1.1B THB

What is BGrimm Power PCL's Inventory growth rate?

Inventory CAGR 5Y
1%

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BGrimm Power PCL SET:BGRIM

BGrimm Power PCL Inventory

BGrimm Power PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

BGrimm Power PCL Glance View

See Also

What is BGrimm Power PCL's Inventory? Inventory 1.1B THB

What is BGrimm Power PCL's Inventory growth rate? Inventory CAGR 5Y 1%

Company

Help

Tools

Stocks

BGrimm Power PCL
SET:BGRIM

BGrimm Power PCL
Inventory

BGrimm Power PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

BGrimm Power PCL
Glance View

What is BGrimm Power PCL's Inventory?

Inventory
1.1B THB

What is BGrimm Power PCL's Inventory growth rate?

Inventory CAGR 5Y
1%