2010年2月泰国石油天然气行业研究报告

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【出版时间及名称】：2010年2月泰国石油天然气行业研究报告
        【作者】：BNP百富勤
        【文件格式】：pdf
        【页数】：40
        【目录或简介】：


Contents
1) Divergence of expectations creates opportunities .................................................................................................................. 3
GRM improvement expectations too high ........................................................................................................................... 3
Negative/no growth, but trade at premiums........................................................................................................................ 4
2) Banking on more refinery improvement is too risky................................................................................................................ 5
Market expects a USD2-4/bbl GRM increase...................................................................................................................... 5
Any GRM improvement will be mild.................................................................................................................................... 5
Beware of negative correlations: BZ and GRM................................................................................................................... 6
Recommendations for refinery stocks ................................................................................................................................ 8
3) PTTEP – Resilient to bad news ............................................................................................................................................... 12
Fair expectations, resiliency to bad tidings........................................................................................................................ 12
Still one of the best growth stories …............................................................................................................................... 12
… and still not expensive ................................................................................................................................................. 13
4) Downbeat view on PTT not justified ....................................................................................................................................... 14
Subdued expectations a BUY opportunity........................................................................................................................ 14
PTT’s core business to grow with GSP6 ........................................................................................................................... 14
Forgotten beneficiary of the group’s merger...................................................................................................................... 14
Refinery improvement not in PTT forecast ........................................................................................................................ 14
Extremely cheap growth................................................................................................................................................... 15
5) Company updates .................................................................................................................................................................... 17

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