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Takeaways by efinAIอัตราแลกหุ้นที่ประกาศส่งผลให้มูลค่าต่อหุ้นของ BANPU/BPP ผิดเพี้ยนจากราคาตลาดเพียงใดและมีโอกาสทำ arbitrage จริงหรือไม่?การรวมทรัพย์สินครั้งนี้จะช่วยเพิ่มสัดส่วน EBITDA จาก non‑coal ได้ตามเป้าแค่ไหน และต้องใช้เวลาเท่าไร?ความเสี่ยงหลักที่นักลงทุนต้องติดตาม (เช่น การอนุมัติทางกฎระเบียบ ภาระ General Offer และความผันผันของราคาเชื้อเพลิง) จะมีผลกระทบต่อตลาดหุ้นอย่างไรในระยะสั้น‑กลาง?
