Global E&Ps: Energy Weekly Vol. 26
Crude Oil (CRUDE OIL COMDTY)WTI ended the week at US$ 71.49/bbl while Brent ended at US$ 80.5/bbl, both c.4% lower for the week. This was driven by...
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SPRC (SPRC TB): Beneficiary of Strong Refining Margin
Strong long-term earnings growth, good price momentum, and low debt levels relative to its sector Refining margin should remain strong from...
518 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track
Today, we visited GPSC, which has committed to doing the biggest deal in Thailand for 2018 with its plans to acquire Glow. In many ways, GPSC will...
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