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Contents page
Model portfolio 3
UBS forecasts 6
Product price & margin 7
— Crude oil price & spread.......................................................................................7
— CFTC traders’ report ............................................................................................9
— Olefins ...............................................................................................................10
— Olefin derivates ..................................................................................................11
— Upstream aromatics ...........................................................................................13
— Midstream/downstream aromatics......................................................................14
— Vinyls chain........................................................................................................15
US refining inventory & utilisation 16
US refining margins 18
Refining margins & spreads 19
Recent oil & chemical reports 20
Stock performance & valuations 21
— China .................................................................................................................21
— Taiwan ...............................................................................................................24
— Thailand.............................................................................................................26
— Korea .................................................................................................................28
— India...................................................................................................................30
— Other Asia Pacific Countries...............................................................................33
— Solar stocks .......................................................................................................34
Valuations: oil & chemicals 35
Recent notes 41
— Sinofert Holdings................................................................................................42
— Qinghai Salt Lake Potash...................................................................................43
— Cairn India Limited .............................................................................................44
— PTT Exploration & Production ............................................................................45
— CNOOC Ltd........................................................................................................46
— Thai Oil ..............................................................................................................47
— Q-Series®: Global Oil and Gas ..........................................................................48
— Asia refining sector.............................................................................................49
— SK Energy..........................................................................................................50
— PetroChina.........................................................................................................51
— Formosa C&Fibre...............................................................................................52
— Formosa Petrochemical Corporation ..................................................................53
— PetroChina.........................................................................................................54
— Sinopec..............................................................................................................55
— China Petroleum and Chemical Corp .................................................................56
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