PTTEP: Healthy Selling Price and Sales Volume Drove 3Q21 Earnings
PTTEP reported 3Q21 net profit of Bt9.5bn (+33%YoY, +34%QoQ). The earnings came out inline with our expectation. We maintain the BUY rating with a...
83 Views
PTTEP: Solid Product Prices to Drive 3Q21 Earnings
We expect PTTEP to post a solid 3Q21 net profit of Bt10.1bn (+40% YoY, +41% QoQ). We maintain the BUY recommendation based on a target price of...
173 Views
The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
180 Views
PTTEP: Temporary Weak 3Q21 Operation Due to Lower Gas Nomination
Last week analyst meeting came out in a slight negative tone considering the weak sales performance outlook for 3Q21. However, we maintain our BUY...
142 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
171 Views