commodity update 160412

8/18/2019 Commodity Update 160412

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Commodity Weekly Update12 2559 by KTBST research team


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12 2559 KTBST Commodity Weekly Update

CommodityLastPrice

LastWeek % WoW % QTD % YTD

Avg.QTD %QoQ %YoY

Crude OilBrent ($/barrel) 42.83 37.69 13.6% 6.2% 6.4% 40.12 9.1% -41.4% + PTTEP, TOP, BCP, IRPC, PTT

WTI ($/barrel) 40.36 35.70 13.1% 5.3% 1.0% 37.97 5.4% -38.8% + PTTEP, TOP, BCP, IRPC, PTT

Dubai ($/barrel) 37.88 34.78 8.9% 8.7% 17.9% 35.98 16.8% -41.3% + PTTEP, TOP, BCP, IRPC, PTT

RefineryDiesel margin ($/barrel) 8.12 8.22 -1.2% -12.1% -20.2% 8.14 -22.8% -41.6% - TOP, BCP, IRPC

Gasoline margin ($/barrel) 14.99 14.03 6.8% -8.8% -31.3% 14.60 -10.2% -18.2% + TOP, BCP, IRPCFuel Oil margin ($/barrel) -10.22 -8.57 n.m. n.m. n.m. -9.42 n.m. n.m. - TOP, BCP, IRPCGRM ($/barrel) 4.43 4.79 -7.7% -36.6% -57.4% 4.63 -35.6% -36.1% - TOP, BCP, IRPC

Naphtha ($/ton) 394.75 378.63 4.3% 2.0% -3.8% 382.36 10.5% -32.1% - SC C

Jet fuel ($/barrel) 4 8.45 46.46 4.3% 1.1% 0.4% 46.93 8.3% -36.8% - THAI, AAV , NOK, BA

PetrochemicalEthylene ($/ton) 1,185.00 1,210.00 -2.1% -2.1% 11.8% 1,200.63 17.0% -11.4% + PTTGC, IRPC, VNT, TPCPropylene ($/ton) 670.00 655.00 2.3% 1.5% 14.5% 660.63 10.9% -32.78% + SCC , IRPC

Paraxylene ($/ton) 720.00 745.00 -3.4% -0.7% 1.4% 735.63 7.6% -15.45% - TOP, PTTGC, IRPC

Benzene ($/ton) 630.00 625.00 0.8% 2.4% 10.5% 626.88 10.2% -22.6% + TOP, PTTGC, IRPC

HDPE ($/t on) 1,220.00 1,220.00 0.0% 0.8% 16.2% 1,220.00 9.8% -10.9% 0 PTTGC, SCC , IRPC

LDPE ($/t on) 1,270.00 1,260.00 0.8% 4.1% 19.8% 1,263.75 11.9% -10.8% + PTTGC, SCC , IRPC

Polypropylene ($/ton) 1,090.00 1,090.00 0.0% 3.8% 29.0% 1,090.00 20.8% -18.7% 0 PTTGC, SCC , IRPCMEG ($/ton) 6 70 .00 700 .0 0 -4.3% -5.6% 14.5% 688.75 7.8% -27.5% - PTTGC, IVL

PVC ($/ton) 800.00 800.00 0.0% 0.0% 11.1% 800.00 7.1% -8.7% 0 V NT , TP C

PTA ($/ton) 6 15 .00 620 .0 0 -0.8% 0.0% 6.0% 618.13 6.0% -16.1% - IV L

Pet rochemical Spread

Paraxylene spread ($/ton) 325.25 366.37 -11.2% -3.8% 8.6% 353.27 4.5% 15.2% - PTTGC ,TOP, ESSO

Be nze ne spre ad ($/t on) 235 .2 5 246.37 -4.5% 3.2% 47.5% 244.52 9.7% -0.8% - PTTGC ,TOP, ESSO

HDPE spread ($/ton) 825.25 841.37 -1.9% 0.3% 29.0% 837.64 9.4% 3.9% - PTTGC, SCC , IRPC

LDPE spread ($/ton) 875.25 881.37 -0.7% 5.1% 34.8% 881.39 12.4% 3.3% - PTTGC, SCC , IRPC

PP Spread ($/ton) 695.25 711.37 -2.3% 4.9% 60.0% 707.64 27.1% -9.0% - PTTGC, SCC , IRPC

MEG spread ($/ton) 76.55- 62.30- n.m. n.m. n.m. 67.64- n.m. n.m. - PTTGC, IVL

PVC spread ($/ton) 231.20 219.20 5.5% 5.5% 9.5% 223.70 -12.0% -1.2% + V NT , TP C

PTA spread ($/ton) 139.80 128.30 9.0% 2.4% 25.5% 132.61 0.7% -18.2% + IV L Thermal Coal

NEX ($/ton) 50.10 50.05 0.1% -2.0% -1.0% 50.06 -1.0% -15.5% + BANPU, LANNA , EARTH, A

Shipping

Baltic Dry Index 555.00 471.00 17.8% 29.4% 16.1% 509.25 41.5% -19.1% + TTA,PSL

Baltic Supramax Index 492.00 479.00 2.7% 3.4% 9.3% 484.13 31.9% -25.1% + TTA,PSL

Container Index 4 89 .68 511 .9 9 -4.4% 17.0% -41.5% 503.62 -8.5% -28.4% - RC L

Steel

Hot Roll Coil ($/ton) 415.00 387.50 7.1% 12.9% 64.4% 391.88 39.7% 6.3% + SSI, GSTEL

Slab ($/ton) 330.00 330.00 0.0% 3.9% 55.3% 328.44 34.9% 6.9% 0 SSI, GSTEL

Steel Bar ($/ton) 433.00 406.00 6.7% 6.7% 27.4% 419.50 20.6% -9.0% + TSTH, BSBM

Billet ($/ton) 352.50 345.00 2.2% 2.2% 33.0% 348.75 24.2% -8.3% - TSTH, BSBM

Soft CommoditiesChicken (Bt /Kg) 36.00 36.00 0.0% -2.7% -5.3% 36.00 -6.3% -6.4% 0 CPF, GFPT

Swine (Bt/Kg) 70.00 67.00 4.5% 4.5% 11.1% 64.25 1.9% 0.5% + C PF

Shrimp (Bt/Kg) 160.00 170.00 -5.9% -11.1% -5.9% 180.63 -3.7% 13.3% - CFRESH

Sugar (Cent/lb) 1 4.39 14.82 -2.9% -6.9% -1.7% 14.74 3.8% 3.9% - KSL, KTIS, KBS, BRR

Soybean ($/bushel) 928.25 913.50 1.6% 1.9% 6.8% 915.28 3.8% -4.0% + TV O

Rubber (Bt/Kg) 57.50 54.60 5.3% 8.5% 36.9% 55.99 23.5% -5.7% + STA, TRUBB

Impact to company


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Comment: sentiment PTTEP

TOP SPRC BCP AAV BA NOK THAI

$800 SCC IRPC PTTGC $50 BANPU LANNA EARTH AGE

TTA PSL CPF GFPT K

KTIS KBS BRR STA TRUBB

Last Price = ( ), Last Week = ,% WoW = ,%QTD = ,%YTD =


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Avg. QTD = ,%QoQ = Avg. QTD ,%YoY = Avg. QTD

( ) : KTBST

87/2 18, 39 215 7 381 1 10330 10100 . . . . 40000

.66 (0) 2648 1111 66 (0) 2648 1000 .66 (0) 2687 7600 66 (0) 2687 7601 . 66 (0) 4346 8468 66 (0) 4346 847

59 . 30/3 . 27/7-9 .

. . 41000 . . 34000 . . 95000 . 66 (0) 4224 1149 66 (0) 4224 5567 . 66 (0) 4525 5120 66 (0) 4525 6318 . 66 (0) 7325 5538 66 (0) 7325 554

42 . 45/4-5 2 105-106 894 1

95110 . . . 50200 . . . 20000. 66 (0) 7324 5309 66 (0) 7324 5306 . 66 (0) 5322 5133 66 (0) 5322 5813 .66 (0) 3828 6010 66 (0) 3828 6026

124 200/315, 200/321, 200/323, 200/325, 200/327 23 3 3A

3 3 124 . . . 90110 10310

.66 (0) 7422 1100 66 (0) 7422 1309 .66 (0) 2934 1401 66 (0) 2934 1676

Corporate Governance Report of Thai Listed Companies 2013

IOD (IOD Disclaimer)

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Definition of RatingBUY “ ” 10% ( ) HOLD “ ” 0% - 10% ( ) SELL “ ” ( )

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commodity update 160412

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