PTTGC: Virus Outbreak to Dampen Petrochemicals Demand in 1H20
Analyst meeting yesterday came out with a neutral tone for its 2020 performance. 1H20 outlook seems bearish, pressured by virus outbreak....
417 Views
PTTGC: Most Competitive Petrochemical Player in Thailand
We initiate coverage of PTTGC with a HOLD rating and a 2020E target price of Bt59.00, derived from 11.9xPE’20E, which is equal to the average of...
906 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views
Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
604 Views
BCP: Better Refinery Outlook in 4Q19 and Beyond
Yesterday analysts meeting came out with a positive tone. We maintain our BUY rating and a target price of Bt33 based on SOTP, implying to...
513 Views