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Thai Equity - Bottom-up - Equities, Pi Securities PCL, Thailand

Pi Research

Thai Equity - Bottom-up - Equities

Leading, full-service investment firm in Thailand

Pi Securities PCL, Thailand

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Moreover, our new research team tailored for institutional clients to focus on mid to small cap of Thai equities and trading strategies. Our services offered to our premium clients also include arrangement of company or site visits to with the managements of Thai listed companies.

Note: Effective on 1 March 2022, Country Group Securities PCL changed its name to Pi Securities

Equity Bottom-Up

<ul>
<li>We have a positive view on the 5-year investment plan (2022-26) revealed by PTTEP yesterday. The 5% CAGR sales growth and crude oil price at high levels should support </li>
<li>PTTEP revealed the 5-year investment plan for 2022-26. The total budget is US$27.2bn, a 15% higher than the previous plan (2021-25).</li>
<li>Bulk of the CAPEX is allocated for producing projects. In 2022, the company aims at maintaining the production volume from major projects and startup of some under development projects viz.Bongkot</li>
</ul>


We have a positive view on the 5-year investment plan (2022-26) revealed by PTTEP yesterday. The 5% CAGR sales growth and crude oil price at high levels should support 
PTTEP revealed the 5-year investment plan for 2022-26. The total budget is US$27.2bn, a 15% higher than the previous plan (2021-25).
Bulk of the CAPEX is allocated for producing projects. In 2022, the company aims at maintaining the production volume from major projects and startup of some under development projects viz.Bongkot


PTTEP: Prudent Growth in 2022-26 from 5.0% CAGR Sales

PTT E&P

PTTEP: Prudent Growth in 2022-26 from 5.0% CAGR Sales