Energy Sector : Overweight- Oil Demand Recovery to Drive 2021 Earnings
Energy Sector : Overweight- Oil demand recovery to drive 2021 earnings. We expect bright E&P business performance from recovering crude price, and...
393 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
337 Views
PTTGC: Expect Strong Recovery in 4Q20 Earnings
We reiterate our ‘BUY’ rating with the upgraded target price to Bt75.0 (from Bt56.5), derived from 1.2xPBV’21E which is equal to its 10 year...
390 Views
PTTGC: New Upswing in Various Polymer Chains
We expect PTTGC’s core earnings to strongly recover in 4Q20. Polymer business has strongly recovered and tends to grow further in 4Q20. Meanwhile,...
324 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
910 Views