Energy (Upstream-Downstream) - Weak 2Q24E Earnings for Refineries
Refinery stock prices have already reflected weaker refining margins and operating performance trends anticipated for 2Q24E.
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Energy (Oil Retailers) - Scenarios for a Diesel Price Lift
We maintain a neutral view on the possibility of increasing the retail diesel price ceiling within the range of Bt1-2/liter to Bt31-32/liter due to...
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Industry Update – Energy (Oil Retailers)
The Oil Fund will be used as the mechanism to cap the diesel price after the Bt5/liter excise tax reduction scheme expires on July 20, 2023, which...
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Krungthai XSpring Zoom Eng. July 23, 2026
Alphabet reported stronger-than-expected 2Q26 earnings and raised its 2026 capital expenditure budget by 8%, signaling continued strength in...
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The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
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