Low season is coming. Huge new capacity to pressure 2023 olefins spreads. Incremental supply boosts to constrain 2023 aromatics margins.

A recent Nida Poll revealed that Pheu Thai Party is gaining more popularity and about half of the 2,000 respondents said they would vote for Pheu Thai. We expect Pheu Thai Party to team up with Palang Pracharat and others to form the new governme....

TU said RL is on track to achieve US$60m EBITDA in 1HFY23F. We project THB4.4/share FY23F EPS downside in the worst-case scenario where TU must write off its RL investment; however, we think this is unlikely. We reiterate our Add rating on cheap v....

The ERC will cut power price, but …. …we have upgraded our 2023 projections for SPPs. Sensitivity analysis.

Greater confidence over outlooks for BDMS and BH. Good 2023 outlooks for four hospitals—BDMS, BH, BCH, and CHG. CLMV, China, and Middle East to drive business in 2023.

Shinawatra party opinion poll lead widens before 14 May election but military effectively controls government formation. Prospects of structural reform are low and youth protest risk persists. But tourism pick up, oil price fall and valuation all fav...