SCC : 4Q20 Net Profit Was Bt8.0bn +13% YoY, -17%QoQ
SCC 4Q20 net profit was Bt8.0bn (+13% YoY, -17% QoQ). While the YoY increase came from strong profitability in packaging and petrochemical businesses,
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Energy Sector : Overweight- Oil Demand Recovery to Drive 2021 Earnings
Energy Sector : Overweight- Oil demand recovery to drive 2021 earnings. We expect bright E&P business performance from recovering crude price, and...
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SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
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The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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SCC : Strong 3Q20 Thanks to Petrochemical Spread
SCC TB posted impressive result in 3Q20. However, the QoQ momentum in 4Q20 should slowdown given the petrochemical unit shutdown. We recommend HOLD...
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