Berkshire Hathaway vs Gunkul Engineering: why the prices moved differently

• ▲

  Abel's Alphabet Bet Tops $20 Billion New CEO Greg Abel has built a Berkshire stake in Alphabet worth over $20 billion, including a $10 billion private placement. Alphabet's cloud revenue jumped 63% and its backlog nearly doubled. Putting idle cash into a fast-growing AI leader supports BRK-B by giving Berkshire a large stake in a business that is expanding quickly.

  This is the core new capital deployment under Abel and directly explains why investors see BRK-B as putting cash to work.

• ▲

  Berkshire Bets $8.5 Billion on Housing Berkshire agreed to buy Taylor Morrison for $8.5 billion and fold it into Clayton Properties, expanding into site-built and build-to-rent homes. The U.S. housing market is undersupplied, which favors a well-funded builder. This supports BRK-B by deploying cash into a long-term growth area.

  The Taylor Morrison acquisition is a major new use of Berkshire's cash and a key part of the period's strategy shift.

• ▲

  Abel Takes Stake in Delta Air Lines Greg Abel bought a significant position in Delta Air Lines, a notable change from Warren Buffett's long-held skepticism about airlines. Delta is performing well. This supports BRK-B by showing Abel is willing to deploy Berkshire's large cash pile into new sectors where he sees value.

  This is a new investment under Abel that signals a broader strategy shift and potential returns on Berkshire's cash.

• ▲

  Berkshire Adds $300 Million to Lennar Stake Berkshire bought about $300 million more of Lennar shares, raising its stake to 10.9%, a 93% increase since June. Lennar's recent results were weak, with revenue down 8.6% and mortgage rates at 7.12%. Still, this supports BRK-B by deepening a long-term housing bet at a low price.

  The increased Lennar stake is a new capital deployment that reinforces Berkshire's housing strategy and use of cash.

Based on 8 stories →

• ▲

  Alphabet stake could grow further Berkshire's huge Alphabet bet is now one of its biggest holdings, and reports say Buffett and Abel could keep buying because Alphabet's AI data-center spending earns high returns and the stock trades cheaply. More buying would put Berkshire's idle cash to work and support BRK-B.

  This is the main new capital-allocation story of the period and directly explains why BRK-B could rise.

• ▲

  Berkshire adds more Lennar stock Berkshire bought another $212.4 million of Lennar shares, lifting its stake above 10% and sending Lennar stock up 4.44%. It deepens Berkshire's long-term housing bet, putting more cash into a business it expects to grow, which supports BRK-B even though Lennar's near-term results are weak.

  This is a fresh, concrete capital deployment that shows Abel's Berkshire still finding ways to invest its cash.

Based on 6 stories →

• ◆

  Buffett steps down as chairman, son Howard takes over Warren Buffett, 96, ended 60 years as chairman, becoming chairman emeritus with son Howard as nonexecutive chair and Greg Abel still CEO. Class B shares fell $506.71 as investors weigh 'key man' risk; analysts say the stock's valuation multiple could shrink a bit over the next couple of years.

  This is the period's biggest new event and directly explains the cautious share reaction.

• ▲

  Abel's Berkshire turns net buyer, Alphabet stake near $38B Under Abel, Berkshire became a net equity buyer after 14 quarters of selling, deploying about $23.5B including a $10B Alphabet private placement at a 6.5% discount. Alphabet is now roughly 12.6% of public holdings, a large long-term AI bet that supports BRK-B by putting idle cash to work.

  It shows the new CEO's capital strategy and is a core reason investors are repricing BRK-B.

• ▲

  Berkshire Energy positioned as AI power supplier CEO Abel said the power grid, not chips, is AI's biggest constraint; data centers are already about 8% of Berkshire Energy's Iowa load. Berkshire will serve hyperscalers only if existing customers' rates aren't hurt, giving its utility arm a long-term growth path that supports BRK-B.

  It explains a new, concrete way Berkshire profits from the AI buildout.

• ◆

  Data-center pushback and housing weakness are real counterweights Abel flagged growing community resistance to data centers, with New York imposing a one-year moratorium and 11 states seeing similar moves. Meanwhile, pending home sales sit near record lows even as Berkshire closed its $6.8B Taylor Morrison purchase, so near-term housing results could stay soft.

  It gives the fair counterweight to the bullish AI and housing bets.

Based on 15 stories →

• ▲

  Berkshire ends 14 quarters of net selling, buys $23.5B of stocks Berkshire bought $23.5 billion of stocks and sold only $3.7 billion last quarter — its first net-buying quarter in 14 quarters — while also buying back $4.5 billion of its own shares. Putting the giant cash pile to work supports BRK-B shares.

  This is the period's core shift: Berkshire stopped being a net seller and started deploying cash.

• ▲

  Alphabet stake jumps 83% to third-largest holding Berkshire raised its Alphabet stake 83% to about 106 million shares worth $37.8 billion, including a $10 billion private placement bought directly from Alphabet to fund its AI buildout. Alphabet is now Berkshire's third-biggest stock holding, a large long-term bet on AI and cloud growth.

  The enlarged Alphabet position is the single biggest new use of Berkshire's cash this period.

• ▲

  Delta stake raised 44% to $5.4 billion Berkshire added 17.5 million Delta shares, lifting the stake 44% to $5.4 billion — the biggest add after Alphabet and the only airline held. It reverses Buffett's old dislike of airlines, betting on Delta's premium and loyalty revenue, and supports BRK-B by putting more cash into a growing business.

  A new, sizable capital commitment that shows where Abel is directing Berkshire's cash.

• ◆

  Housing bet grows as homebuilder sentiment stays weak Berkshire completed the $6.8 billion Taylor Morrison purchase and added D.R. Horton and more Lennar, betting on long-term US housing. But builder sentiment has been below 40 for 16 months and single-family starts hit a 3.5-year low, so weak near-term housing could pressure results.

  It shows both the new housing commitment and the real risk that near-term housing weakness drags on earnings.

Based on 7 stories →

• ▲

  Q2 profit doubles, operating earnings beat Berkshire's second-quarter net profit more than doubled to $25.67 billion, and operating earnings rose 16% to $12.98 billion, beating estimates. The profit jump came from investment gains and strong manufacturing, service, retail and energy results, which supports the stock price.

  This is the core new financial result that directly drives investor confidence and the stock's value.

• ▲

  Abel deploys cash: buybacks, Alphabet, housing bets New CEO Greg Abel put cash to work: $4.5 billion in buybacks (largest since 2021), a $10 billion Alphabet stake that became a top-three holding, and increased bets on Delta and homebuilders. This ends a 14-quarter selling streak and shows the cash pile is finally being invested, which supports the stock.

  This is the key new strategic shift under Abel that investors are reacting to.

• ▼

  Michael Burry says Berkshire no longer attractive Famed investor Michael Burry criticized Abel for lacking Buffett's patience, saying Berkshire is no longer an appealing investment after the spending spree. Some shareholders also worry about deploying capital in an expensive market. This negative commentary can weigh on sentiment and the stock price.

  This is a notable new counterweight that could temper the positive reaction to the earnings and spending.

• ▲

  Manufacturing arm drives strong profit growth Berkshire's manufacturing, services and retailing businesses saw revenue rise 15.2% to $61.5 billion and net earnings climb 24.1% to nearly $4.5 billion. This segment now provides nearly 40% of spendable cash flow, making it the biggest and most consistent cash cow, which supports the stock.

  This highlights a key new driver of earnings strength that may not be fully priced in.

Based on 14 stories →

• ▲

  Abel's $23B Alphabet bet becomes a top-five holding New CEO Greg Abel has invested about $23 billion of Berkshire's cash in Alphabet, making it Berkshire's fifth-largest holding at roughly $31.5 billion. This shows the huge cash pile is finally being put into a real long-term bet on AI and cloud growth, which supports BRK-B shares.

  This is the period's biggest new capital deployment and directly answers what is driving the stock.

• ▲

  Buybacks resume after 21-month pause Berkshire restarted buying its own stock after a 21-month break, repurchasing an estimated $5 billion to $11 billion in the second quarter. Buybacks shrink the number of shares, lifting per-share value, and the stock hit an eight-month high on the news.

  Resumed buybacks are a fresh, direct support for the share price and a clear new event this period.

• ▲

  CEO buys $15M of stock, pledges to repeat yearly Greg Abel personally bought $15 million of Berkshire shares, equal to his full after-tax salary, and said he will do it every year. A CEO putting his own pay into the stock signals confidence in the company's future, which reassures investors and supports BRK-B.

  This is a new insider signal that directly boosts investor confidence in the stock.

• ▲

  Energy holdings kept intact as AI power demand grows Abel left Berkshire's energy bets untouched, keeping Chevron and Occidental as top holdings and Berkshire Hathaway Energy whole. About half of its energy businesses now serve AI-related power needs, a deliberate wager on rising electricity demand that supports long-term value.

  This new signal shows where Berkshire sees durable growth, a key part of the bull case for BRK-B.

Based on 6 stories →

• ▲

  Berkshire completes $6.8B Taylor Morrison homebuilder acquisition Berkshire closed its $6.8 billion purchase of Taylor Morrison, making it the fourth-largest US homebuilder. This puts a large chunk of the $397 billion cash pile to work in a real business, showing new CEO Greg Abel will spend on solid assets rather than let cash sit idle. That supports BRK-B shares.

  A major new capital deployment that directly answers what Berkshire is doing with its cash right now.

• ▲

  Cash pile earns $12.4B a year, more than most S&P 500 companies' total profit Berkshire's $397 billion in cash and short-term Treasuries is generating about $12.4 billion in after-tax profit annually, exceeding the total net income of most S&P 500 companies. High interest rates make this cash a steady profit engine, adding reliable earnings that support BRK-B shares.

  Quantifies a key profit driver that is new this period and directly boosts Berkshire's earnings.

• ▲

  Abel expected to ramp up buybacks and energy/AI investments New CEO Greg Abel is expected to increase stock buybacks, possibly invest in AI data center REITs, and expand Berkshire Hathaway Energy to serve AI data centers. Buybacks shrink the share count and lift per-share value; energy growth taps a fast-growing market. Both support BRK-B.

  Signals a more active capital allocator under Abel, a new development that can lift the stock.

• ▼

  Berkshire likely extended net-selling streak to 15 quarters Berkshire is predicted to have sold more stocks than it bought for a 15th straight quarter, as high market valuations make bargains scarce. While this builds cash, it also means the huge portfolio is shrinking and future investment gains may be limited, a drag on BRK-B.

  A new negative counterweight showing Berkshire is still not finding enough to buy, which can cap upside.

Based on 9 stories →

• ◆

  Buffett to donate entire Berkshire stake by 2034 Warren Buffett will give away all his Berkshire shares to family charities within eight years, converting Class A into Class B stock. The shares will be sold gradually, not dumped at once, so the drag on the price is slow and spread out. It removes the founder's anchor stake over time.

  A huge, multi-year change in who owns Berkshire shares is a big-picture force on the stock.

• ▲

  Berkshire seen as likely Dow Jones replacement for Nike Nike may be dropped from the Dow Jones Industrial Average, and Berkshire is viewed as the ideal replacement. Joining the Dow would put Berkshire in more index funds and raise its profile, bringing steady buyer demand for BRK-B shares. The main hurdle is Berkshire's big stock portfolio overlapping other Dow members.

  Index inclusion is a structural demand driver that can lift the shares over time.

• ▲

  Buffett personally initiated the $10B Alphabet stake Buffett said he, not new CEO Greg Abel, started Berkshire's roughly $10 billion private placement in Alphabet, which is funding AI data centers. This signals the legendary investor still sees value in Big Tech and that the capital is being put to work, supporting confidence in BRK-B.

  It clarifies who drove a major new investment and reinforces Berkshire's capital deployment story.

• ◆

  Buffett warns market is a casino, keeps record cash Buffett said it is hard to find bargains when everyone is gambling, explaining Berkshire's record $397 billion cash pile. He wants to wait for real value rather than chase momentum. That protects capital but means returns stay low until better opportunities appear, a drag on near-term earnings.

  It explains why Berkshire is holding so much cash instead of buying, a key question for investors.

Based on 7 stories →

• ▲

  High rates boost cash income Sustained high interest rates mean Berkshire's nearly $400 billion cash pile, mostly in short-term Treasuries, is earning more. With the Fed holding rates at 3.5%-3.75%, this steady income supports BRK-B shares.

  This is a new period story that directly explains a positive force on Berkshire's earnings and stock price.

• ▲

  Q2 revenue and EPS beat estimates Berkshire reported Q2 revenue of $98.88 billion, down 15.9% from a year ago but still beating expectations, and also beat earnings per share. The stock rose 6.2% after the report, showing investor relief.

  This is a fresh, concrete earnings result that directly moved the stock and answers why it's moving now.

• ▼

  Analysts see limited upside, earnings decline Berkshire's forward P/E of 24 and analyst target of $520 imply less than 3% upside from $507.78. Analysts also forecast earnings to fall about 2.4% per year for three years, raising doubts about future returns.

  This is a new counterweight that explains why the stock may struggle despite positive headlines.

• ◆

  Abel deploys cash, but slowly New CEO Greg Abel is putting money to work, like the $10 billion Alphabet investment, but the cash pile has nearly tripled since 2022 as Berkshire sells more than it buys. Investors wonder if returns will justify holding so much cash.

  This new period story captures the central tension: Abel's big bets versus a growing cash hoard that may drag on returns.

Based on 6 stories →

• ▲

  Abel's portfolio overhaul: Alphabet becomes No. 3 holding New CEO Greg Abel tripled Berkshire's Alphabet stake and added a $10B private placement, making Alphabet the third-largest holding ahead of Coca-Cola. He also cut the portfolio from 42 to 29 stocks, concentrating on high-conviction names. Investors see a more decisive capital allocator, which supports BRK-B shares.

  This is the period's biggest new strategic shift under Abel and directly affects how investors value Berkshire's $336B equity portfolio.

• ▼

  BNSF opposes Union Pacific-Norfolk Southern rail merger Berkshire's BNSF unit is fighting the $85B Union Pacific-Norfolk Southern merger, warning it would raise costs for customers and let a rival gain scale. If the merger goes through, BNSF faces tougher competition. That uncertainty weighs on Berkshire's rail profits and can pressure BRK-B.

  This is a new competitive threat to BNSF, one of Berkshire's largest operating businesses, and could affect future earnings.

• ▲

  Fed rate-hike odds boost Berkshire's insurance reinvestment Futures markets now price a 63% chance of a Fed rate hike in September. Insurers like Berkshire can reinvest premiums into higher-yielding bonds, lifting investment income. Higher rates also make Berkshire's $397B cash pile earn more. Both support BRK-B shares.

  This is a new macro tailwind that directly benefits Berkshire's insurance float and massive cash reserves.

• ▼

  Warning: Berkshire's flat stock mirrors dot-com era top signal An analyst warns Berkshire's stagnant share price resembles the late 1990s, when it fell ~50% as money chased tech stocks. If the AI-heavy market reverses, Berkshire could be dragged down with it. This is a sentiment risk that can weigh on BRK-B.

  This is a new bearish argument tying Berkshire's recent underperformance to a potential market top, which could influence investor behavior.

Based on 12 stories →

• ▲

  Berkshire buys $2.65B Delta Air Lines stake Berkshire disclosed a $2.65 billion stake in Delta Air Lines, reversing Warren Buffett's long-held avoidance of airlines. New CEO Greg Abel sees Delta's premium and loyalty revenue as a durable advantage. This puts Berkshire's cash to work in a large, profitable company, which can lift BRK-B shares if investors expect good returns.

  A major new capital allocation by the new CEO directly affects Berkshire's future earnings and investor confidence.

• ▲

  Berkshire invests $10B in Alphabet at a discount Berkshire put $10 billion into Alphabet through a private placement at a 6% discount, part of Alphabet's $80 billion AI infrastructure raise. This shows Abel aggressively deploying Berkshire's $397 billion cash pile into a leading tech company, potentially boosting BRK-B if the investment earns strong returns.

  A large, discounted investment in a tech giant signals a new direction for Berkshire's cash and could drive positive sentiment.

• ▲

  Berkshire to acquire Taylor Morrison for $8.5B Berkshire agreed to buy homebuilder Taylor Morrison for $8.5 billion in cash, a cyclical bet on a U.S. housing recovery. While the housing market is slow now, a long-term shortage of homes could make this profitable. The deal uses Berkshire's cash and may lift BRK-B if investors see value.

  A major acquisition by Berkshire deploys capital and could add earnings, directly impacting the stock.

• ▼

  Hedge fund shorts Berkshire over private credit risks Hedge fund manager Lee Robinson is betting against Berkshire and other insurers using credit default swaps, warning that exposure to the $1.8 trillion private credit market could lead to writedowns. This raises concerns about hidden risks in Berkshire's insurance operations, which could weigh on BRK-B shares if investors worry about potential losses.

  A high-profile short bet on Berkshire highlights a specific risk that could pressure the stock price.

Based on 7 stories →

• ▲

  GULF joint venture cuts GUNKUL's debt burden GUNKUL sold 50% stakes in seven renewable units to GULF for about 466.5 million baht, moving 12 projects (673.4 MW gross) into joint ventures. This shifts roughly 26 billion baht of project debt off GUNKUL's books, keeping its finances light enough to invest in future projects. The stock rises because the deal lowers risk without cutting future profit.

  This is the period's biggest new event and directly improves GUNKUL's balance sheet, a core reason investors are buying.

• ▲

  319 MW of new power contracts fully signed with EGAT GUNKUL signed 25-year power purchase agreements with EGAT for an extra 261.8 MW of wind and solar, completing all 319 MW under the RE Biglot Phase 2.1 programme. These projects start operating from 2027, adding long-term, predictable revenue. The stock rises because locked-in contracts reduce uncertainty about future earnings.

  New contracted capacity is a fresh, concrete growth milestone that supports future revenue and explains positive sentiment.

• ▲

  Government solar and smart-grid budget backs demand The Cabinet approved a 70-billion-baht household solar and smart-grid programme under the emergency loan decree, and Yuanta named GUNKUL a beneficiary. This creates a large new market for GUNKUL's solar installation and equipment business. The stock rises because it adds visible demand on top of existing projects.

  A new government spending plan is a fresh demand catalyst that directly benefits GUNKUL's core solar business.

• ▲

  Court ruling removes political risk, brokers stay bullish Thailand's Constitutional Court ruled the February 2026 election valid, removing fears of a political vacuum that could stall energy policy. Brokers Bualuang and Asia Plus kept GUNKUL as a top pick, citing the GULF deal, high season and low base. The stock rises because lower political risk and broker support draw investors.

  This new legal and broker news reduces a key risk and reinforces the positive case for holding GUNKUL.

Based on 8 stories →

• ▲

  Record 3Q26 profit and strong wind generation GUNKUL expects record 3Q26 core profit of 618 million baht, up 35% year-on-year, as wind power generation in July-August matched all of 3Q25. The wind joint-venture profit share jumps to 327 million baht from 132 million baht. This shows earnings are accelerating now, not just in the future.

  It gives a concrete, near-term earnings catalyst that directly supports the stock price.

• ▲

  Government expands solar schemes to 10,000 MW and 1.5 million rooftops Thailand's National Energy Policy Council expanded public solar to 10,000 MW and extended purchase contracts to 20 years. The government may also raise the rooftop scheme to 1.5 million households. GUNKUL is named a top pick as a solar installer and equipment distributor, with a 4.2-4.5 billion baht backlog.

  It expands GUNKUL's addressable market and is a fresh policy development this period.

• ▲

  Data center rules require 60% clean energy, boosting GUNKUL New data center investment criteria require at least 60% clean energy and power purchase agreements. GUNKUL is cited as a contractor for high-voltage transmission lines and a beneficiary of the data center buildout. This creates a new, large demand source for its power infrastructure and EPC services.

  It opens a new growth market for GUNKUL and is a new regulatory development this period.

• ▲

  Broker upgrades and smart grid investment plan Krungsri initiated coverage with Outperform and a 6.3 baht target, raising 2026-28 profit forecasts by 8% yearly on a 5-6 billion baht backlog. The government's 10-20 billion baht smart grid pilot also names GUNKUL as a beneficiary. These reinforce the positive outlook and attract investors.

  It reflects fresh analyst validation and a new government investment plan that directly benefits GUNKUL.

Based on 12 stories →

• ▲

  Philippines floating solar LOI GUNKUL signed a letter of intent for a 784.1 MW floating solar project in the Philippines, with a 20-year power purchase agreement. This expands its renewable energy order book and opens a new high-growth market, supporting future revenue and profit.

  This is a new, company-specific event that directly adds to GUNKUL's project pipeline and long-term earnings potential.

• ▲

  PDP2026 nears final approval Thailand's new power plan, PDP2026, is expected to be announced this year, adding about 50,900 MW of capacity. This boosts demand for power plants and transmission, and analysts name GUNKUL as a key beneficiary, improving its long-term growth outlook.

  This is a new regulatory development that directly increases future demand for GUNKUL's power and EPC services.

• ▲

  Solar rooftop subsidy scheme Asia Plus named GUNKUL its top pick for the government's 50-billion-baht solar rooftop subsidy, which targets 1 million households and 5,000 MW. GUNKUL's integrated solar and EPC business should benefit, though this supplements rather than drives core profit.

  This is a new government program that directly boosts demand for GUNKUL's solar rooftop and EPC services.

Based on 6 stories →

• ▲

  PDP2026 draft nears approval, boosting GUNKUL's growth outlook Thailand's new power plan (PDP2026) is set for public hearing on Sept 8 and approval by end-2026, with renewables at 65%+ and an uncapped Direct PPA scheme. Brokers name GUNKUL a top pick or wildcard, with flexible financing of 39-44 billion baht to capture new projects. This lifts long-term earnings prospects and supports the stock.

  The PDP2026 regulatory catalyst is the main new force driving GUNKUL's long-term growth story this period.

• ▲

  Bualuang raises target to 6.50 baht on strong EPC and DPPA upside Bualuang keeps Buy and lifts its target to 6.50 baht from 5.50, raising 2026-28 core earnings estimates by 12-25% on stronger EPC work. It sees potential EPC revenue of 8.1 billion baht a year from 2027 and DPPA/PDP2026 upside not yet in the base case. Higher target and earnings support the price.

  A fresh analyst upgrade with a higher target directly re-rates the stock and reflects improved earnings expectations.

• ▲

  GUNKUL targets 15% of PDP2026 quota, backlog to 5-6 billion baht GUNKUL expects a stronger second half, with its 88 MW Philippines plant starting up in Q4 2026 and backlog rising to 5-6 billion baht by year-end from 4.5 billion. It aims for 15% of the new PDP2026 quota and may issue 1-2 billion baht of debentures to fund expansion. This signals growing revenue and capacity.

  Company guidance on backlog, new capacity, and market-share ambitions shows concrete growth drivers behind the stock.

• ▲

  Bangkok data-center permit pause may shift demand to EEC, benefiting GUNKUL Bangkok plans to temporarily suspend new data-center permits for review, likely pushing operators to the EEC where infrastructure is better. Analysts say GUNKUL and peers will benefit long term as data-center power demand (over 3,800 MW) drives transmission and substation construction. This adds a new demand source for GUNKUL's power and EPC businesses.

  The data-center relocation story is a new demand catalyst that could expand GUNKUL's addressable market.

Based on 7 stories →

• ▲

  Government solar rooftop subsidy to boost demand The Finance Ministry plans to give households 50,000 baht each to install solar rooftops, covering part of the 100,000-150,000 baht cost. This should increase demand for GUNKUL's solar rooftop and engineering services, supporting future revenue and profit.

  New government policy directly benefits GUNKUL's solar business and is a fresh catalyst.

• ▲

  Q2 profit jumps 18.7%, beating expectations GUNKUL reported Q2 2026 net profit of 575 million baht, up 18.7% from last year, with revenue up 41.5%. Core profit beat analyst forecasts by 7%, showing strong business performance and supporting the stock price.

  Actual earnings result is new and confirms strong financial performance.

• ▲

  PDP2026 draft plan favors renewables, GUNKUL top pick Thailand's new power plan draft adds 20,000 MW, with over 60% from renewables. Analysts name GUNKUL a top pick, citing new investment opportunities and potential direct power sales to data centers. This improves long-term growth prospects.

  New regulatory plan creates a positive medium-to-long-term outlook for GUNKUL.

• ▲

  Broker sees stronger H2 on backlog and DPPA upside Bualuang Securities expects GUNKUL's second-half core profit to rise, helped by a 4.2-4.5 billion baht backlog and potential direct power deals. If it secures 500-1,000 MW more, 2028 profit could reach 2.9-3.2 billion baht, though balance sheet limits need watching.

  New analyst report highlights near-term backlog and medium-term upside, with a caution on debt.

Based on 7 stories →

• ▲

  New PPAs secure long-term revenue GUNKUL signed power purchase agreements for three solar and wind projects totaling 57.2 MW, with 25-year contracts. This locks in steady income for decades, boosting the company's long-term earnings outlook and supporting the stock price.

  This is a concrete new deal that directly adds to GUNKUL's revenue base and explains why investors see growth ahead.

• ▲

  Data center expansion talks open new growth avenue GUNKUL is negotiating with foreign data center operators to supply clean energy and build infrastructure. This could significantly increase electricity demand for its power plants and expand its business into a fast-growing sector, lifting future profits.

  It reveals a new, large potential market for GUNKUL that could drive future earnings and justifies investor optimism.

• ▲

  Green loan funds 1,400 MW pipeline GUNKUL secured a 1 billion baht sustainability-linked loan from LH Bank to develop over 1,400 MW of renewable projects in Thailand and the Philippines. This financing supports construction and future revenue, showing lender confidence and reducing funding risk.

  It provides the capital needed to execute the growth pipeline, a key enabler for future earnings and a sign of financial health.

• ▲

  Broker forecasts record Q2 profit and raises target Yuanta Securities expects GUNKUL's Q2 2026 profit to hit a seven-quarter high of 500 million baht, driven by EPC projects and wind season. They recommend buy with an 8.70 baht target, citing strong backlog and attractive valuation.

  Analyst upgrades and profit forecasts directly influence investor sentiment and can push the stock price higher.

Based on 10 stories →