PTT Oil And Retail Business Plc. (OR): Strong 3Q25 Earnings...
We maintain Neutral with 2026 FV Bt14.50, as current valuation remains neutral amid flat 2Y core EPS growth (2025–27E) and very limited tactical...
301 Views
PTT OIL AND RETAIL BUSINESS Plc. (OR): Strong 3Q25E...
We expect strong 3Q25E net profit, supported by higher GP/liter and record Café Amazon cups sold. We maintain a Neutral rating with a 2026 FV of...
413 Views
Ptt Oil and Retail Business - Weak 2Q25 Earnings as Expected
We maintain our view that OR’s performance already peaked in 1Q25, with challenges ahead in 2H25E from seasonal effects in 3Q, marketing margin...
320 Views
Ptt Oil and Retail Business - Expect Weak 2Q25E Earnings
he QoQ decline is primarily driven by the following: i) The oil sales volume of the mobility business is likely to have dropped 5% QoQ to 6,386mn...
164 Views
PTT Oil and Retail Business - 1Q25 Outstanding Earnings as Expected
1Q25 profit was outstanding (with strong margins across all business segments and lower SG&A expenses, despite a QoQ decline in oil sales volume...
366 Views