Ptt Exploration and Production -5-Year Expenditures Plan and Petroleum Sales Target
PTTEP has announced a 3% increase in its expenditures plan (Capex and Opex) for 2025-29E compared to the previous plan, along with a lower...
358 Views
Thai Oil - The CFP Entails Higher than Previously Expected Risks
The risks associated with the CFP are higher than previously expected (e.g., significant cost overruns, COD delayed by three years, risks regarding...
367 Views
Economic Update: Policy Interest Rate Maintained at 2.25% - DECEMBER 19, 2024
We maintain our recommendation for stocks that benefit from stable interest rates, including the banking and insurance sectors, with the top picks...
412 Views
Industry Update Energy (Power) - DECEMBER 19, 2024
The Energy Regulatory Commission (ERC) announced the selection of winners for the RE 2.1 program, totaling 2,145MW (EGCO at 448MW, GUNKUL at 319MW,...
409 Views
North East Rubber - Earnings Revised Down but Growth Trend Intact
The valuation metrics indicate that the current stock price is still undervalued (with 15% upside to our fair price) and earnings growth remains...
111 Views