Equity Analysis /
Thailand

Thailand (Bualuang): Energy- 4Q21 playbook—selective good earnings&laggard plays

  • Growing demand & limited supply to uphold oil prices in 4Q21

  • Demand expansion and lower crude costs to boost GRM

  • Coal prices look set to sustain high in 4Q21

Suppata Srisuk
Suppata Srisuk

Equity Research Analyst

Bualuang Securities
27 September 2021