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
Suppata Srisuk

Equity Research Analyst

Bualuang Securities
17 June 2022


Tellimer | Start Following

Start following your markets today

Follow your key analysts, markets and more so they appear here in your Watchlist - allowing you to keep an eye on the latest updates.