Tight Global Diesel Supply Keeps Cracks/GRMs High Longer; Marketing Margins at Risk
Global diesel supply could tighten further if the US restricts diesel exports, a measure under consideration. This could keep diesel crack spreads...
94 Views
SET Index Outlook
Markets are pricing in a lower probability of an October Fed rate hike as the US labor market weakens and consumer confidence plunges, supporting...
88 Views
Solid Fundamentals Amid Geopolitical Risk; Mixed 2Q25E Earnings
We maintain a Neutral rating on the energy sector and project a 6% CAGR for 2Y core EPS (2025-27E). We expect the Israel-Iran tensions to remain...
87 Views
MSCI Quarterly Review to Impact Closing Prices Today
Technically, the SET Index is expected to move sideways down, with the support at 1,350/1,345 points (10-day EMA) and the resistance at...
90 Views
Today's Dominant Ideas
Technically, the SET Index is expected to move sideways up, with the resistance at 1,301/1,306 points (25-day EMA) and the support at 1,287/1,281...
99 Views