The Stocks to Own in ASEAN – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, the portfolio has generated a before...
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PRM : Earnings Growth Momentum in 1H23 Seems to Price In
PRM’s vessels delivery is on time after adding two VLCCs to serve Thai Oil PCL (BUY TP: Bt64), two floating storages (one for replacement) and one...
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PRM : Excited Fleet Expansion Plan
Maintain HOLD recommendation for PRM but raised target price to Bt6.60 (Previous TP: Bt6.30) after revised earnings up by 16-25% in 2022-23E. We...
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PRM : Earnings Growth Remain Dull
Maintain HOLD recommendation for PRM with a target price at Bt6.30. We foresee limited room for the company’s earnings growth in the next 2-3 years...
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PRM: Earnings Growth Profile in 2022-23E Remain Dull
We came out from PRM’s analyst meeting with neutral tone given an unexcited vessel fleet expansion plan and weak market outlook for FSU business. ...
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