Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
215 Views
PTTGC: Expect Strong Recovery in 4Q20 Earnings
We reiterate our ‘BUY’ rating with the upgraded target price to Bt75.0 (from Bt56.5), derived from 1.2xPBV’21E which is equal to its 10 year...
253 Views
PTTGC: New Upswing in Various Polymer Chains
We expect PTTGC’s core earnings to strongly recover in 4Q20. Polymer business has strongly recovered and tends to grow further in 4Q20. Meanwhile,...
216 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views
PTTGC: Gradually Recover in 2H20
We reiterate our ‘BUY’ rating and roll over our target price to Bt56.5 (+28% from our previous target). Our target price is derived from...
261 Views