SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
415 Views
SPRC: GRM to Be Supported by Maintenance Season in Q2
Yesterday analyst meeting came out with a slight positive tone. We expect refinery margin to continue improving and jump in 2Q21, supported by...
193 Views
Energy Sector : Overweight- Oil Demand Recovery to Drive 2021 Earnings
Energy Sector : Overweight- Oil demand recovery to drive 2021 earnings. We expect bright E&P business performance from recovering crude price, and...
232 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
SPRC: Expect Earnings Recovery in 4Q20 During Winter Season
Yesterday analyst meeting came out with a slight positive tone. We believe refinery margin to slowly improve in 4Q20 during winter. Also, the...
158 Views