PTT Public Company LimitedPTT
▲ ポジティブ資本関連度
Bualuang raised its 2026 PTT profit forecast 9% to 149 billion baht and named PTT top pick with a 48 baht target and buy rating.
資産への影響 4
Energy Transition & Power Demand
PTT Public Company LimitedEnergy
PTT Exploration and Production Public Company LimitedPTTEP
± 混在資本関連度
Bualuang raised PTTEP's 2026 profit forecast 8% but kept a hold rating with a 168 baht target, flagging 2027 oil-price risk.
その他
⛏Brent Crude Oil Futures
BRENT
▲ ポジティブ供給関連度
US-Iran clashes cut Persian Gulf output and Strait of Hormuz shipments, supporting Brent around 97 dollars and a 90-100 dollar Q4 range.
⛏Crude Oil WTI Futures
WTI
▲ ポジティブ供給関連度
Middle East supply risks and halted Persian Gulf output keep crude elevated, with Brent seen at 90-100 dollars in Q4 2026.