M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
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StubWorld: Amorepacific Is "Cheap", Again; Kingboard Cleans House
This week in StubWorld ... Amorepacific Group (002790 KS)'s discount to NAV veers towards its one-year wide level, however newsflow, liquidity...
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Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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Snippets #17: PTTEP's Winner Curse, Huawei's Crisis
December turned out to be more eventful than expected. Guess not everyone is waiting peacefully at home for Santa to hop by. Here's a quick...
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PTT (PTT TB): Planned Listing of Retail Business in 2019
Good chance of target-price upgrade, good cost management, and good core profit return relative to its sector Thailand’s largest energy group is...
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