PTTGC: Opportunity to ‘BUY’ on the Recovery Theme
We upgrade our recommendation to ‘BUY’ (from HOLD) but cut our target price by 30% to Bt35 (from Bt50), derived from 11.9xPE’20E which is equal to...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
320 Views
PTTGC: Virus Outbreak to Dampen Petrochemicals Demand in 1H20
Analyst meeting yesterday came out with a neutral tone for its 2020 performance. 1H20 outlook seems bearish, pressured by virus outbreak....
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PTTGC: Most Competitive Petrochemical Player in Thailand
We initiate coverage of PTTGC with a HOLD rating and a 2020E target price of Bt59.00, derived from 11.9xPE’20E, which is equal to the average of...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
369 Views