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...
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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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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...
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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...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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