egco/glow/ratch Fundamentally, Glow is totally different from RATCH and EGCO. RATCH and EGCO is mostly IPP revenue (lower risk, lower return). Glow is 1/3 industrial customer, 1/3 SPP, 1/3 IPP (more diversified, higher risk, higher return). We are talking Electricity sector; risk term is still more stable than other sectors (i.e. petro and oil). look at their dividend payment history. could not see how higher risk affect Glow's dividend record.  :o Glow has best growth outlook now. Ratch may be more interesting when near to start of their new project (Hong Sa). EGCO: I would say they are stuck in the middle. only thing exciting is joint venture in new solar, but not sure how profitability could be and it's long way to go.....Plus, extension of their expired contract, I guessed, is really not easy or at not good price/term...... โดย High Voltage ศุกร์ ม.ค. 08, 2010 10:18 am