Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
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PTTEP: Headwinds from Saudi Oil Price War
We revise down our 2020-22E earnings forecast by 17% anticipating the average crude oil price will plunge to US$50/BBL (from US$60/BBL), due to...
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PTTEP: Thai E&P Leader with Promising Growth Outlook
We initiate coverage of PTTEP with a BUY rating, based on a 2020E target price of Bt142, derived from a discounted cash flow valuation (WACC of 10%...
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BCP: Better Refinery Outlook in 4Q19 and Beyond
Yesterday analysts meeting came out with a positive tone. We maintain our BUY rating and a target price of Bt33 based on SOTP, implying to...
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Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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