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Takeaways by efinAIแผน New S‑Curve (EV) จะเริ่มสร้างรายได้และกระแสเงินสดที่จับต้องได้เมื่อไรและชัดเจนพอจะเปลี่ยนมุมมองมูลค่าไหม?ภาระ CAPEX และ D/E ปัจจุบันเพียงพอที่จะกดดัน FCF หรือความสามารถจ่ายหนี้จนต้องเลื่อนแผน REIT/ปันผลหรือไม่?ความเสี่ยงด้านอุปทานพื้นที่อุตสาหกรรมและอัตราผลตอบแทนพันธบัตรที่เพิ่มขึ้น จะส่งผลกระทบต่อการรีเรตติ้งของ WHA มากน้อยแค่ไหน?
