Primer: PTT Oil and Retail Business (OR TB) - Aug 2026
PTT Oil and Retail Business (OR) is navigating a challenging period, marked by a recent quarterly net loss due to stock losses and write-downs,...
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PTT OIL AND RETAIL BUSINESS Plc. (OR): 2Q26 Results Swung to a Net Loss; Earnings Likely Bottomed – Neutral (12M FWD Fair Value Bt13.50)
2Q26 results swung to a net loss of Bt1.78bn (below both our and the market's expectations), weighed down by combined stock losses and NRV...
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PTT OIL AND RETAIL BUSINESS Plc. (OR): 2Q26E Expected to Swing to a Net Loss
We expect 2Q26E to mark a net loss of Bt1.3bn, weighed by lower GP/liter, reflecting stock losses and NRV, as well as weaker oil sales volumes in...
100 Views
Southeast Asia: Potential Global Index Deletions in August
There are 4 stocks listed in Malaysia and Thailand that could be deleted from passive portfolios in August. Positioning has increased but appears...
641 Views
PTT OIL AND RETAIL BUSINESS Plc. (OR): Solid 1Q26E NP, With Stock Gains As Key Drivers
We expect 1Q26E net profit to remain strong, supported by oil stock gains and robust growth in oil sales volume and Café Amazon cups sold, driven...
110 Views