PTTEP: Recouping Crude Price to Drive 3Q20 Earnings
We expect PTTEP to report 3Q20 net profit of Bt5.7bn (-48% YoY, +33% QoQ) on the back of recovering volume sales and average selling price (ASP)...
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Thai Macro Watch (August): The New Tech Wars, Chinese Flood
Events half the world away have a way of sending ripple effects on Thai equities. In this review, we examine five such events and their...
378 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
408 Views
PTTEP: Positive 2H20 Earnings Outlook from Improving Volume Sales
Yesterday analyst meeting came out in a positive tone. We maintain our BUY rating and roll over our target price to Bt109 (from previous Bt97) to...
429 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
389 Views