Oil Stocks: So we all know that oil pries have recovered in the past 2 years from a low of ~25 to ~70 today. But when we look at the European index for oil stocks versus just PTTEP we scratch our heads…how is is that PTTEP has outperformed? Bongkot/Erawan is just a replacement/continuation, oil pries […]
Read More →And he’s out with his May Commentary, several interesting points here, here’s a few snippets and a link to the rest of the paper. I remain of the view that 2018 will be a positive year for equities, primarily because of performance in the second half and driven by earnings growth. The tax cut should […]
Read More →MRTA expects to finalize PPP plan for its West Orange rail project (Thailand Cultural Center – Bang Khunnon) worth Bt110bn, with board approval on civil work (Bt85bn) within May. (MGR Online, 30/4/18) Ministry of Industry elaborates on Alibaba’s investment plan. It will enter a 10-year leasing contract with local industrial estates to establish a logistics […]
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