PTT (PTT TB): Asset Sales And Solid Results
PTT's goal is to make Thailand a liquified natural gas hub in Asia. The market appears to be fully pricing in this ambitious roadmap.
388 Views
EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
500 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
421 Views
Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback
inpex (1605) has announced earnings (as expected), revised guidance (still light), a div hike (nice) and a big buyback. Language suggests it will...
548 Views
Big Cap Update - PTT Exploration and Production (PTTEP)
PTTEP is the largest Thai E&P operator, with proved reserves at 1,350 million barrels of oil equivalent at the end of 2021.
248 Views