สรุปหุ้นเด่นทางพื้นฐาน (29/01/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -29 ม.ค. 68 9:27: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ PTT 37.5 แนวโน้ม 2025 การฟื้นตัวมาจากธุรกิจก๊าซฯ และปิโตรเคมีโดย i) ฝั่งธุรกิจก๊าซฯ ปริมาณขายโตตาม demand กลุ่มโรงไฟฟ้าและอุตสาหกรรมในประเทศที่ขยายตามเศรษฐกิจ รวมถึงปริมาณก๊าซฯอ่าวฯที่เพิ่มขึ้นหนุนการผลิตของโรงแยกฯ/GSP ทั้งนี้มองต้นทุนก๊าซฯทรงตัว y-y มองราคา LNG อาจสูงขึ้นเล็กน้อย (JKM LNG 11.5-12.5 $/mmbtu +2% y-y) จากคาดการณ์อากาศหนาวกว่าปกติใน 2025 ii) ฝั่งธุรกิจปิโตรเคมีคาดโรงโอเลฟินส์ผลิตเพิ่มขึ้นจากการปิดซ่อมที่ลดลง

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