PTTEP: Thai E&P Leader with Promising Growth Outlook
We initiate coverage of PTTEP with a BUY rating, based on a 2020E target price of Bt142, derived from a discounted cash flow valuation (WACC of 10%...
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BCP: Better Refinery Outlook in 4Q19 and Beyond
Yesterday analysts meeting came out with a positive tone. We maintain our BUY rating and a target price of Bt33 based on SOTP, implying to...
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Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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M&A LNG Theme Back in the Spotlight with Totalâs Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
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StubWorld: Amorepacific Is "Cheap", Again; Kingboard Cleans House
This week in StubWorld ... Amorepacific Group (002790 KS)'s discount to NAV veers towards its one-year wide level, however newsflow, liquidity...
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