ENTITY
Indorama Ventures

Indorama Ventures (IVL TB)

65
Analysis
MaterialsThailand
Indorama Ventures PCL manufactures and distributes polyethylene terephthalate ("PET"), purified terephthalic acid ("PTA") and related products, polyester fibers and yarns, and wool products.
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28 Oct 2022 08:37Broker

Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia

The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...

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11 Aug 2022 12:19Broker

IVL : Strong IOD Performance Drove 2Q22 Profit to New High

We maintain the BUY call with a new target price of Bt58.0, (6% up from previous, factoring in the 58% upward 2022E earnings revision). The 2Q22...

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13 May 2022 12:14Broker

IVL: Solid PET Performance Drove 1Q22 Profit

IVL reported 1Q22 net profit of Bt14.1bn (+134% YoY, +161% QoQ), The result came out better than our expectation and beat the consensus by 95%.

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08 Apr 2022 09:42Broker

IVL: Oxiteno Earnings to Kick in by 2Q22

IVL announced completion of Oxiteno acquisition and consolidation of assets beginning April 2022 (earnings recognition 2Q22 onwards). We have a...

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18 Aug 2021 12:46Broker

IVL: Value Accretion from Oxiteno Acquisition

We have a positive view on IVL’s new acquisition of Oxiteno given the inexpensive deal, earnings accretion and synergy benefits. We maintain the...

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