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Indorama Ventures (IVL TB)
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Analysis
Materials
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Thailand
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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bullish
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Thematic (Sector/Industry)
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30 May 2018 12:59
Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
Thomas Yi
214 Views
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bullish
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MSCI ACWI Index
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24 May 2018 20:43
Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
Vermilion Research
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248 Views
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bullish
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Indorama Ventures
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03 Jan 2018 08:00
The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
Athaporn Arayasantiparb, CFA
265 Views
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bearish
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Thematic (Sector/Industry)
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03 Dec 2017 07:47
Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
Athaporn Arayasantiparb, CFA
236 Views
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bullish
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Thematic (Sector/Industry)
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09 Jul 2017 23:19
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
Angus Mackintosh
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