Energy (Oil): OPEC+ Approves A 0.188mbd Oil Production Increase Starting In July - Neutral
Oil-linked stocks continue to face headwinds as crude oil prices have likely passed their peak in March and entered a downtrend.
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Petrochemical: Non-Binding MoU Between PTTGC And SCG Chemicals...
The JV will cover olefins and polyolefins operations in Thailand, aiming to build a regional petrochemical leader with strong competitive...
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PTTGC-SCGC JV Update: Shareholding and Synergies Due in October
We are positive on the development, as the JV could become a competitive global petrochemical leader. Expected synergies include economies of...
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Today's Market Strategy
The two-year US Treasury yield eased to 4.90% after August PCE came in below expectations, supporting a recovery in technology stocks (DELTA, KCE,...
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The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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