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.
246 Views
PTTEP : Record High Earnings in 2Q22
Maintain BUY call with a target price of Bt179. The 2Q22 net profit rose to a record high of Bt20.6bn (+189% YoY, +96% QoQ), 7% higher than our...
353 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
415 Views
PTTEP : Strong 2Q22 Performance Outlook
We estimate PTTEP’s 2Q22 net profit to surge 170% YoY and 83% QoQ on the back of higher sales volume and average selling price.The solid...
330 Views