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
PTT (PTT TB): Asset Sales And Solid Results
PTT's goal is to make Thailand a liquified natural gas hub in Asia. The market appears to be fully pricing in this ambitious roadmap.
250 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
171 Views
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...
206 Views
Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
265 Views