EPG sees global data centre investment of 3 trillion dollars driving long-term insulation growth

Thunhoon··THUS·Read original
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Summary · why it matters

Eastern Polymer Group, or EPG, views the global data centre investment trend, which Moody’s Ratings forecasts could total as much as 3 trillion US dollars over the next five years, as a major opportunity for its thermal and cold insulation business under the Aeroflex brand. That segment currently accounts for around 30 percent of the company’s revenue. The products are internationally certified and sold in Thailand, the United States, and many other countries worldwide. At the same time, the weaker baht is supporting export revenue, which makes up about 60 percent of total revenue, and the company targets revenue growth of around 2 to 3 percent in fiscal year 2027 from the previous year. Analysts at InnovestX Securities have a target price of 8.50 baht, noting that US investments, including TSMC’s 265 billion US dollar project in Arizona, will support long-term demand for insulation.

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