Energy (Upstream-Downstream) - Weak 2Q24E Earnings for Refineries
Refinery stock prices have already reflected weaker refining margins and operating performance trends anticipated for 2Q24E.
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Energy (Oil Retailers) - Scenarios for a Diesel Price Lift
We maintain a neutral view on the possibility of increasing the retail diesel price ceiling within the range of Bt1-2/liter to Bt31-32/liter due to...
213 Views
Aequitas 2024 Asia IPO Pipeline - ASEAN and ANZ
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with ASEAN and ANZ after having looked at other regions earlier.
297 Views
StubWorld: PTT Public Is Trading Cheap
I'd look to buy PTT outright; or hedge 40% with PTTEP (worth 36% of NAV); 15% of PTT Oil (worth 14% of NAV), together with O&G names to short.
518 Views
Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
270 Views