Thai Oil - 4Q23 and 2023 Earnings in Line; Solid GRM Outlook
We retain our positive view on the gross refining margin (GRM) in 2024E, driven by sustained high crack spreads of middle distillates (TOP’s yield...
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Technical Analysis - APRIL 19, 2024
Asian bourses rebounded on the decrease in US bond yields, but the SET only climbed up limitedly before dropping sharply in the afternoon and...
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Technical Analysis - APRIL 18, 2024
Although many Asian bourses bounced up, the SET sank sharply amid concerns that the Fed would maintain interest rates at a high level, alongside...
138 Views
Quiddity Leaderboard SET50 Jun 24: 3 Changes Likely; Banpu Still Not Safe from Deletion
Srisawad is currently an expected DEL. However, the gap between 51st-ranked Srisawad and 50th-ranked Banpu is very small and it is still possible...
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The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
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