Posts by Andrew Stotz

Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.

Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.

Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.

Bright future of natural gas as a transition fuel, if Europe holds back Gazprom expansion, pivot to Asia, and domestic market still not fully penetrated yet.

Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.