Financials & commodities. Still am utterly confused re PTTEP….local insti’s do something. A large cap that grew EPS by ~70%, expected EPS growth this year of ~30-40%, trailing PE of 12x, yield of 4%, in the words of J. Biden, “c’mon man”
Though I do wonder if the property names will rerate from their “low PE’s” of 7x to 9x, i.e. spali, ap, ori off the top of my head.