Tag: itthi

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Stocks in the news (btg, crane, itel, itthi, scb, stark, tidlor, trt, warrix) 19.06.23

BTG anticipates recovery margin 2H on improving chicken & swine selling price on seasonal exports, improved domestic selling price following crackdown in illegal import meats, eased pressure from feedmill costs as price topped out early this year, firms on 5-10% full year sales growth target. Comment: Could be time to relook at all the names […]

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Stocks in the news (bcp, beauty, ci, egco, kamart, imh, itthi, major, rph, true, tse) 22.03.23

BCP’s unit, OKEA, acquires 28% stake in Equinor’s Statfjord O&G EP area for $220m, expects to increase production to 13k-15k boepd in FY23 & 16k-20k boepd in FY24, transaction is expected t be complete in 4Q. Comment: Could this be a decent refinery play now? Given that we only have BCP and TOP could be […]

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