PTT Plc. (PTT): 2Q26E Core/Net Profit to Grow Strongly on GSP, PTTEP and Downstream Strength – Outperform (12M FWD Fair Value Bt44.50)
We expect strong growth in 2Q26E core and net profit, driven by PTT's gas business (with GSP as the key earnings driver), as well as improved...
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PTT GLOBAL CHEMICAL Plc. (PTTGC): Polyols Business Restructuring Plan - Outperform (12M FWD Fair Value Bt42.00)
PTTGC is restructuring its Polyols business under GC Polyols by temporarily suspending production (mothballing the facility) while maintaining the...
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PTT Plc. (PTT): Transformation to Enhance Earnings Stability, ROIC, Valuation
We view 2026E as a transformational year for PTT as it evolves from a national energy conglomerate into a global LNG player and infrastructure...
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PTT GLOBAL CHEMICAL Plc: 1Q26 Profit Turnaround As Expected, Driven By Upstream Business
We maintain our 2026–28E core profit forecast (projecting a 2-year core EPS CAGR of +11%, below the sector due to a high base in 2026E).
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Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
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