Thai Oil Public Company LimitedTOP
▲ ポジティブ需要関連度
Globlex names TOP a favored refinery play with an 88 baht target, citing high oil prices and GRM above $10/bbl.
資産への影響 8
Energy Transition & Power Demand
Thai Oil Public Company Limited
PTT Public Company LimitedPTT
▲ ポジティブ需要関連度
Globlex names PTT as its top pick in the energy and refinery groups, citing oil prices staying high for another six months.
Bangchak Corporation Public Company LimitedBCP
▲ ポジティブ需要関連度
Globlex recommends refinery plays and gives BCP a fundamental target price above 75 baht, citing elevated oil prices and strong global refining margins.
Energy
Star Petroleum Refining Co LtdSPRC
▲ ポジティブ需要関連度
Globlex recommends SPRC as a refinery play, citing elevated oil prices and strong global refining margins/diesel crack spreads.
IRPC Public Company LimitedIRPC
▲ ポジティブ需要関連度
Globlex names IRPC as a beneficiary in petrochemicals, favoring stocks that also have refineries amid high GRM and diesel crack spreads.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ需要関連度
Globlex sees PTTGC as a beneficiary in petrochemicals, favoring stocks that also have refineries amid elevated refining margins.
Critical Materials & Supply Chain
Indorama Ventures PCLIVL
▲ ポジティブ需要関連度
Globlex lists IVL as a petrochemical beneficiary, though only as a follow-on pick after IRPC and PTTGC.
Financials
