StubWorld: PTT Public Is Trading Cheap
I'd look to buy PTT outright; or hedge 40% with PTTEP (worth 36% of NAV); 15% of PTT Oil (worth 14% of NAV), together with O&G names to short.
593 Views
SCG Chemicals Pre-IPO -The Positives - A Strong Regional Player
SCG Chemicals (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive aspects of the deal.
430 Views
I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
802 Views
I-Tail Corporation Pre-IPO - The Positives - For the Pampered Pets
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
559 Views
PTT (PTT TB): Asset Sales And Solid Results
PTT's goal is to make Thailand a liquified natural gas hub in Asia. The market appears to be fully pricing in this ambitious roadmap.
388 Views