荷兰银行：泰国能源行业研究报告2009年8月

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Contents
Upgrade to Overweight 3
We accept that we have been to pessimistic in our assumptions over the past few
months. However, we have been receiving very optimistic signals from
managements and, hence, we leave behind from our bearish call and upgrade our
sector view to Overweight.
3
Investment theme; strong potential for more upside 3
More upside in the cards 4
Oil prices to remain at or above current levels 4
More and more capacity being delayed 5
Refinery margins at sustainable levels 9
Economic recovery continues to develop 10
Our new earnings projection 11
Change to DCF as earnings become less volatile 12
Risks 13
Company profiles 14
IRPC 15
PTT Aromatics & Refining 21
PTT Chemical Pcl 27
PTT E&P 32
PTT Pcl 37
Thai Oil 43

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关键词：行业研究报告 研究报告 能源行业 行业研究 荷兰银行 能源 研究报告 行业 泰国

你自己留着玩吧，合适的收费大家都理解，而你--纯粹是胡闹

不错，但楼主就没想让人下载

basically, all the reports are too expensive to buy, so they meaningless at all for most of us!

真厉害，这6W个论坛币的要求就能区分出谁真的想要来着。

what a ****ing report