Indorama Ventures PCLIVL
▲ ポジティブ需要関連度
Brokerage recommends switching into petrochemicals and picks IVL, citing sharply rebounding petrochemical price spreads (ethylene, propylene, HDPE, PP).
資産への影響 4
Critical Materials & Supply Chain
Indorama Ventures PCLMaterials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ需要関連度
Brokerage recommends switching into petrochemicals and picks PTTGC, citing sharply rebounding petrochemical price spreads across all tracked products.
Industrials
Precious Shipping Public Company LimitedPSL
▲ ポジティブ需要関連度
Dry bulk freight rates improved with the Supramax index up 2% and the Red Sea blockade continuing to support freight rates, benefiting shipping stocks.
Energy Transition & Power Demand
Thoresen Thai Agencies Public Company LimitedTTA
▲ ポジティブ需要関連度
Supramax index, a key indicator for TTA, rose 2% week-on-week and the Red Sea blockade supports freight rates for shipping stocks.