PTT Global Chemical Public Company LimitedPTTGC
▲ ポジティブ需要関連度
Petrochemical recovery with buyers building inventory ahead of high-demand season and easing oversupply supports PTTGC, plus potential SCGC synergy deal.
資産への影響 2
Materials
PTT Global Chemical Public Company LimitedClimate Adaptation & Water
The Siam Cement Public Company LimitedSCC
▲ ポジティブ需要関連度
SCC benefits from petrochemical recovery and the restart of its Rayong Olefins plant, supporting its MOC maintenance shutdown plan.
テーマインパクト
カバレッジ外企業 3
SCG Chemicals Public Company Limited (SCGC)非上場▲ ポジティブ
資本関連度
Feasibility study on SCGC-PTTGC cooperation in olefins/polyolefins, if synergies materialise, would boost competitiveness and earnings.
Rayong Olefins Co., Ltd.非上場▲ ポジティブ
供給関連度
Restart of Rayong Olefins' olefins plant is seen as a positive signal supporting the MOC plant maintenance shutdown plan.
Map Ta Phut Olefins Company Limited非上場▲ ポジティブ
供給関連度
Rayong Olefins restart supports the major maintenance shutdown plan for the MOC plant later this year.