Equity Analysis /
Thailand

Thailand (Bualuang): Chemical - 2022 playbook: selective outperformer play

  • Demand improvement and high season to boost 1Q22 spreads

  • New capacity additions to squeeze the olefins spreads in 2022

  • Recovering demand to support aromatics margins in 2022

Suppata Srisuk
Suppata Srisuk

Equity Research Analyst

Bualuang Securities
16 December 2021