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TH : Indorama Ventures - Waiting for seasonal demand to kick off

Asian PET spread pulled back mom in May 21 on additional capacity. IVL’s ethane cracker should restart by end-Jun 21. Insufficient PTA feedstock in US is the key downside risk.  
CGS-CIMB Amornrat
Amornrat Cheevavichawalkul @ CGS-CIMB 15 June 2021

TH : Thailand Daybreak | 15 June 2021

CGS-CIMB Kasem
Kasem Prunratanamala @ CGS-CIMB 15 June 2021

ID : Indonesia Daybreak | 15 June 2021

CGS-CIMB Erwan
Erwan Teguh @ CGS-CIMB 15 June 2021

MY : British American Tobacco - Needs more government intervention

British American Tobacco (BAT) echoed our view that cigarette prices and vape regulations were key to sustaining demand growth. It has appealed to the government to regulate vapes. BAT also hinted that something ought to be done about the high ciga....
CGS-CIMB Ahmad Kamarul Anwar
Ahmad Kamarul Anwar Kamaruddin @ CGS-CIMB 15 June 2021

MY : Malaysia Daybreak | 15 June 2021

CGS-CIMB Ivy
Ivy Ng Lee @ CGS-CIMB 15 June 2021

MY : Kawan Food - Halting operations due to Covid-19 outbreak

Kawan announced that it will suspend its operations for a week (14 to 21 Jun 2021) due to 78 positive Covid-19 cases among its workers. We believe the impact on our FY21F EPS forecast is minimal as Kawan can catch up on production loss with extende....
CGS-CIMB Walter
Walter Aw @ CGS-CIMB 15 June 2021