Equity Analysis /

Thailand: Chemical- 3Q22 playbook: outstanding growth play remains a good choice

Low season, new capacity, higher costs to pressure 3Q22 spreads
More supply to squeeze the olefins spreads this year
Demand improvement to support PX margin in 2022

Suppata Srisuk

Equity Research Analyst @ Bualuang Securities

17 June 2022

Published byBualuang Securities

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