PTTEP: Solid Earnings Performance Hit by Impairment Loss
We expect PTTEP to post a solid 4Q21 net profit of Bt9.7bn (+283% YoY, +2% QoQ). •Excluding the impairment loss of US$200m (Mozambique, Yetagun...
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The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
329 Views
PTTEP: Prudent Growth in 2022-26 from 5.0% CAGR Sales
We have a positive view on the 5-year investment plan (2022-26) revealed by PTTEP yesterday. The 5% CAGR sales growth and crude oil price at high...
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The Stocks to Own in Thailand – Vol. 35
Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...
359 Views
PTTEP: High Crude Oil Price to Support 4Q21-2022 Earnings Momentum
Last week analyst meeting came out in a positive tone, given the healthy crude oil price will place average selling price at high levels and push...
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