Bangchak Corporation Public Company LimitedBCP
▲ ポジティブ価格関連度
Named as a top pick in the refining group, supported by recovering Singapore refining margins (up $3.17 to -$1.44/bbl).
資産への影響 14
Energy Transition & Power Demand
Bangchak Corporation Public Company Limited
Global Power Synergy PCLGPSC
▲ ポジティブ供給関連度
Named a top pick in the power plant group, benefiting from weaker JKM gas prices (down $1.80 to ~$26/MMBtu).
Gulf Energy Development Public Company LimitedGULF
▲ ポジティブ供給関連度
Named a top pick in the power plant group, benefiting from weaker JKM gas prices (down $1.80 to ~$26/MMBtu).
B.Grimm Power Public Company LimitedBGRIM
± 混在供給関連度
Listed in the power plant group, which improved on weaker JKM gas prices (down $1.80 to ~$26/MMBtu), but BGRIM was not among the top picks.
PTT Public Company LimitedPTT
▼ ネガティブ供給関連度
PTT is in the upstream group facing short-term pressure from lower oil prices, with Dubai crude falling $11.84 to $113.06/bbl.
Thai Oil Public Company LimitedTOP
± 混在供給関連度
Listed in both refining and petrochemical groups but not among DBS's top picks; refining margin recovery is offset by lower oil prices.
Energy
Star Petroleum Refining Co LtdSPRC
▲ ポジティブ供給関連度
Named a top pick in refining, supported by recovery in Singapore refining margins to minus $1.44/bbl.
PTT Exploration and Production Public Company LimitedPTTEP
▼ ネガティブ供給関連度
PTTEP is the top upstream pick but the group faces short-term pressure from lower oil prices as Dubai crude fell $11.84/bbl.
IRPC Public Company LimitedIRPC
± 混在価格関連度
Listed in both the refining and petrochemical groups, which benefit from margin recovery and lower naphtha prices, but IRPC was not among the top picks.
Electrification & Mobility
PTG Energy PCLPTG
▲ ポジティブ価格関連度
PTG is the top pick in oil retail, benefiting from the 0.71 baht increase in diesel marketing margins to 2.00 baht/liter.
PTT Oil and Retail Business Public Company LimitedOR
▲ ポジティブ価格関連度
Oil retail group including OR benefits from a 0.71 baht rise in diesel marketing margins to 2.00 baht/liter after pump prices were raised.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ供給関連度
Named a top pick in petrochemicals, benefiting from wider price spreads after naphtha feedstock prices fell $33/ton.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ供給関連度
Named a top pick in petrochemicals, benefiting from wider price spreads after naphtha prices fell $33/ton.
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ ポジティブ供給関連度
Petrochemical group including IVL benefits from wider price spreads after naphtha feedstock prices fell $33/ton.