Star Petroleum Refining Co LtdSPRC
▼ ネガティブ規制関連度
The 4-baht diesel discount hits SPRC hardest per Krungsri, with ~8% earnings downside and ~2.2% target-price impact.
銘柄への影響 6
Energy
Star Petroleum Refining Co Ltd
IRPC Public Company LimitedIRPC
▼ ネガティブ規制関連度
Dao Securities lists IRPC among refiners hit by the government's increased diesel discount, pressuring earnings and cash flow.
PTT Exploration and Production Public Company LimitedPTTEP
▲ ポジティブ需要関連度
Dao Securities favors PTTEP with a buy rating as average oil selling prices trend higher in Q3 2026.
Energy Transition & Power Demand
Bangchak Corporation Public Company LimitedBCP
▼ ネガティブ規制関連度
Thailand's larger 4-baht diesel refinery-gate discount squeezes BCP's refinery margins, with Krungsri flagging ~7% earnings downside.
Thai Oil Public Company LimitedTOP
▼ ネガティブ規制関連度
Thailand's Energy Policy Administration Committee raised the refinery-gate diesel discount to 4 baht/litre, squeezing Thai Oil's (TOP) refinery margins with estimated ~6% earnings downside.
Materials
PTT Global Chemical Public Company LimitedPTTGC
▼ ネガティブ規制関連度
PTTGC is named among the refinery group facing negative earnings and cash-flow impact from the higher diesel discount.