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...
203 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...
244 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...
186 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...
165 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
322 Views