製油所株が下落、官報が製油所渡しの軽油価格を4バーツ引き下げ

SPRC has a pure-play refinery structure and is likely to take the full brunt of the ex-refinery diesel price cut.

IRPC has a high proportion of diesel production and its net profit is expected to fall 8-10% from the ex-refinery diesel price cut.

BCP is a refinery stock hit by the government's 4-baht cut in ex-refinery diesel price, expected to reduce profit by about 4-5%.

TOP's complex refinery structure and aromatics/lubricants businesses limit the profit hit to about 4-5% from the diesel price cut.

PTTGC is affected to a more limited degree than peers because its main revenue comes from petrochemicals, but still pressured by the diesel price cut.