Ptt Exploration and Production -In-Line NP in 1Q24 and Stronger Momentum in 2Q24E
The tensions in the Middle East could pose significant risks to oil supply and the share price should the situation escalate into a regional war.
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Ptt Exploration and Production -Expect Flat 1Q24E NP QoQ and Stronger Momentum in 2Q24E
Our valuation metrics suggest that the stock is attractive in terms of the current valuation, amid flat EPS growth in 2024-26E, with limited upside...
331 Views
The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
338 Views
I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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