Ptt Exploration and Production - Earnings Revision; Limited Downside Risk
PTTEP's stock price has dropped by 17% over the past six months and is currently trading at an elevated ERP of 11.2% (90-day average; 3.0 S.D.),...
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The Stocks to Own in ASEAN – Vol. 48
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
361 Views
The Stocks to Own in Asia – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Two stock remains, 12 stocks added.
362 Views
Industry Update - Energy (Upstream-Downstream)
We maintain a Neutral investment rating on the sector, reflecting weak industry indicators in 2H24E (e.g., oil prices, refining margins, marketing...
334 Views
The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
415 Views