Today's Dominant Ideas
Technically, the SET Index is expected to move sideways up, with the resistance at 1,405/1,412 points (10-day and 25-day EMA) and the support at...
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Key Takeaways From the Analyst Meeting
The market has priced in PTG's new downward revision to the business targets for 2023E since the firm reported its 3Q23 financial...
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PTG Energy Plc. (PTG)
PTG reported a 3Q23 NP of Bt19mn (-89% YoY, -83% QoQ), below our projection of Bt32mn and the consensus estimate of Bt63mn due mainly to...
87 Views
PTG ENERGY Weakest Quarter in 3Q23E; Earnings Cut
The downward earnings revision for PTG and the increase in the Thai 10Y bond yield (house view: 3.95% in 2024E) result in a new fair value of...
88 Views
Electricity And Diesel Price Reductions; Selective Play On Upstream And Refinery Stocks
The government has unveiled urgent measures to reduce the electricity tariff during September to December 2023 (through the Ft rate) and the...
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