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Strategy Note / Global

Turkey can't avoid conflict and can't afford war

Investors, probably using other news sources, have also taken note: the Turkish Lira is down 2.6% and the Russian Ruble is down 1.9% since the spike in hostilities on 27 September. But part of this change has been driven by an inevitable return to mo...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Turkey can't avoid conflict and can't afford war
Turkey can't avoid conflict and can't afford war
Macro Analysis / China

Trump’s International Economic Legacy

This opinion post was originally published in Project Syndicate. Although it has always been difficult to determine the real aims of an administration beset by infighting, three key goals now stand out: reshoring of manufacturing, an overhaul of the...
Bruegel 29 September 2020
Equity Analysis / Thailand

Thailand (Bualuang) Refining & Chemical- GRM and most chemical spreads softened

Headline GRM softened WoW. Ethylene and Propylene spreads moved up WoW. HDPE and PP spreads declined slightly WoW.
Bualuang Securities Suppata Srisuk
Suppata Srisuk @ Bualuang Securities 29 September 2020
Equity Analysis / Thailand

Profit forecast upgrades!

2020 debtstock acquisition growth assumption upped to 53%. Good debt-tracking & collection numbers. Possible acquisitions would boost growth profile.
Bualuang Securities Suwat Bumrungchatudom
Suwat Bumrungchatudom @ Bualuang Securities 29 September 2020
Macro Analysis / Global

TV party tonight

And not the usual sort of week off we take these days, where you can't really decide if you are at work or not, and keep looking at emails and taking work-related calls. The default position for stocks is probably higher, but maybe not much higher, a...
ING Think
ING Think 28 September 2020
TV party tonight
TV party tonight
Equity Analysis / Thailand

Low beta play

Selling pressure in TOA stocks could max out given the 75% stake held by family founder. Foreign holding in TOA is now at a deep low of 8.7% (near a bottom level in Dec 2017). Thus, DPS upside may be possible. Three arguments support our view. Firstl...
Bualuang Securities Narumon Ekasamut
Narumon Ekasamut @ Bualuang Securities 28 September 2020