PTT Public Company LimitedPTT
▲ ポジティブ資本関連度
ADNOC reportedly negotiating for stakes in PTT's refining/petrochemical affiliates, seen as unlocking asset value; brokers maintain buy/OUTPERFORM.
銘柄への影響 7
Energy Transition & Power Demand
PTT Public Company Limited
Thai Oil Public Company LimitedTOP
▲ ポジティブ資本関連度
TOP seen as most likely to gain ADNOC as partner given efficient refinery and CFP expansion; Krungsri raised target to 83 baht with buy.
Energy
IRPC Public Company LimitedIRPC
± 混在資本関連度
Tisco maintains hold with 2.50 baht fair value; noted IRPC has no capacity expansion, so no ADNOC partner upside.
Materials
PTT Global Chemical Public Company LimitedPTTGC
± 混在資本関連度
PTTGC is studying a JV with SCC but Tisco keeps a hold with 43.00 baht fair value, no clear ADNOC benefit.
Climate Adaptation & Water
The Siam Cement Public Company LimitedSCC
± 混在資本関連度
SCC mentioned only as PTTGC's potential JV partner, no direct impact on SCC itself.
テーマインパクト
カバレッジ外企業 1
Abu Dhabi National Oil Company (ADNOC)非上場± 混在
資本関連度
ADNOC is reported to be quietly negotiating to acquire stakes in PTT's refining and petrochemical affiliates, but no agreement has been reached.