Strategy Note /

Thai Market Strategy: Big fuel tariff hike coming—spotting winners and losers

Heavy LNG imports set to push up Sep-Dec Ft rate to a new record
Higher power prices would eat into some firms’ margins …
…but would be a big boost for SPP-heavy Utilities stocks

Poramet Tongbua

Equity Research Analyst @ Bualuang Securities

Piriyapon Kongvanich

Equity Research Analyst @ Bualuang Securities

1 August 2022

Published byBualuang Securities

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