Company PTT

Company PTT

PTT

TH0646010Z00

Integrated Oil & Gas

Analysts' Consensus

Equities

PTT

TH0646010Z00

Integrated Oil & Gas

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for PTT

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Integrated Oil & Gas

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for PTT

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Integrated Oil & Gas

End-of-day quote Thailand S.E. Other stock markets 06:00:00 2024-04-10 pm EDT			5-day change	1st Jan Change
34.75 ^THB	-1.42%		0.00%	-2.80%

Apr. 09	PTT Public Company Limited Announces Replacement of Company Secretary	CI
Mar. 21	PTT Public Company Limited Announces Management Changes	CI

PTT Public Company Limited is a Thailand-based company, which is engaged in the petroleum business. The Companyâs segments include upstream petroleum and natural gas, downstream petroleum, new business and infrastructure and Others. The upstream petroleum and natural gas segment includes petroleum exploration and production and natural gas. The downstream petroleum segment includes oil and retail, international trading and petrochemicals and refining. The oil and retail business engages in the oil and retail business including service station, EV station, food and beverage, convenience store, and related businesses in both domestic and overseas. Its products include Natural Gas for Automotive (NGV), Natural Gas Wholesale Market Customers and others. Its services include Natural Gas Services for Vehicles, Natural Gas Pipeline Transportation, Order Management Center (ORCC), PTT Electronic Bill Presentment & Payment, PTT E-Tax Web and Collateral Information Ptt.

THB in Million	2022	Weight	2023	Weight	Delta
International Trading 31.1 %	957,646	28.4 %	979,240	31.1 %	+2.25%
Petrochemicals and Refining 25.0 %	891,721	26.5 %	785,755	25.0 %	-11.88%
Oil and Retail 23.4 %	776,456	23.1 %	736,805	23.4 %	-5.11%
Natural Gas 15.0 %	509,391	15.1 %	471,875	15.0 %	-7.36%
New Business and Infrastructure 2.9 %	116,948	3.5 %	92,576	2.9 %	-20.84%
Petroleum Exploration and Production 2.4 %	83,469	2.5 %	76,241	2.4 %	-8.66%
Others 0.1 %	241	0.0 %	2,059	0.1 %	+754.36%

THB in Million	2022	Weight	2023	Weight	Delta
Thailand 55.5 %	1,933,532	57.4 %	1,744,026	55.5 %	-9.80%
Asia 37.1 %	1,146,884	34.1 %	1,167,335	37.1 %	+1.78%
America 3.3 %	131,014	3.9 %	103,986	3.3 %	-20.63%
Europe 2.1 %	98,015	2.9 %	66,270	2.1 %	-32.39%
Others 2.0 %	57,758	1.7 %	62,934	2.0 %	+8.96%

Managers	Title	Age	Since
Auttapol Rerkpiboon CEO	Chief Executive Officer	58	01-10-31
Pannalin Mahawongtikul DFI	Director of Finance/CFO	59	18-09-30
Chansak Chuenchom CTO	Chief Tech/Sci/R&D Officer	56	14-07-31
Chadil Chavanalikikorn CMP	Compliance Officer	57	22-09-30
Chansin Treenuchagron BRD	Director/Board Member	63	01-12-31
Tanapon Prapapan IRC	Investor Relations Contact	-	21-04-15
Somkiat Masunthasuwun PRN	Corporate Officer/Principal	55	12-12-31
Chanamas Sasnanand PRN	Corporate Officer/Principal	54	20-12-31
Attayar Sukotanang PRN	Corporate Officer/Principal	50	12-12-31
Nivadee Jaroensitipu LAW	General Counsel	56	22-10-31

Members of the board	Title	Age	Since
Chansin Treenuchagron BRD	Director/Board Member	63	01-12-31
Thosaporn Sirisumphand BRD	Director/Board Member	63	13-04-26
Lavaron Sangsnit BRD	Director/Board Member	57	-
Auttapol Rerkpiboon CEO	Chief Executive Officer	58	01-10-31
Jatuporn Buruspat BRD	Director/Board Member	59	21-04-08
Chatchai Phromlert CHM	Chairman	63	Nov. 30
Wattanapong Kurovat BRD	Director/Board Member	49	Feb. 14
Chayodom Sabhasri BRD	Director/Board Member	59	21-04-08
Krishna Boonyachai BRD	Director/Board Member	59	20-07-02
Phongsaward Neelayodhin BRD	Director/Board Member	-	Nov. 30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	28,562,996,250	28,562,996,250 ( 100.00 %)	0	71.45 %
Stock B	1	28,562,996,250	12,253,826,608 ( 42.90 %)	0

Name	Equities	%	Valuation
Government of Thailand 51.11 %	14,598,855,750	51.11 %	13 604 M ฿
MFC Asset Management Public Co., Ltd. (Investment Management) 12.26 %	3,502,132,728	12.26 %	3 263 M ฿
Social Security Office of Thailand 1.762 %	503,269,619	1.762 %	469 M ฿
EGAT Saving & Credit Cooperative Ltd. 1.222 %	348,998,700	1.222 %	325 M ฿
SCB Asset Management Co., Ltd. 0.5411 %	154,549,688	0.5411 %	144 M ฿
Kasikorn Asset Management Co., Ltd. 0.4765 %	136,112,311	0.4765 %	127 M ฿
BBL Asset Management Co., Ltd. 0.4722 %	134,881,043	0.4722 %	126 M ฿
Krungsri Asset Management Co., Ltd. 0.3570 %	101,972,586	0.3570 %	95 M ฿
Thanachart Fund Management Co., Ltd. 0.3430 %	97,971,273	0.3430 %	91 M ฿
Krung Thai Asset Management Public Co., Ltd. 0.2725 %	77,846,125	0.2725 %	73 M ฿

Name	Equities	%	Valuation
Goldman Sachs Advisors BV 0.0558 %	15,929,000	0.0558 %	15 M ฿
JPMorgan Asset Management (Singapore) Ltd. 0.0343 %	9,788,900	0.0343 %	9 M ฿
Amundi Asset Management SA (Investment Management) 0.0308 %	8,794,000	0.0308 %	8 M ฿
Aberdeen Asset Management (Thailand) Co., Ltd. 0.0247 %	7,064,100	0.0247 %	6 M ฿
Oddo BHF Asset Management GmbH 0.0201 %	5,729,190	0.0201 %	5 M ฿
ATP Fondsmaeglerselskab A/S 0.0174 %	4,956,600	0.0174 %	5 M ฿
UBS AG (Investment Management) 0.0166 %	4,731,000	0.0166 %	4 M ฿
DWS Investments Singapore Ltd. 0.0161 %	4,590,000	0.0161 %	4 M ฿
Nordea Investment Management AB 0.0160 %	4,564,680	0.0160 %	4 M ฿
BNP PARIBAS ASSET MANAGEMENT Netherlands NV 0.0156 %	4,449,910	0.0156 %	4 M ฿

Name	Equities	%	Valuation
State Street Global Advisors Ltd. 0.1127 %	32,177,525	0.1127 %	30 M ฿
Sjunde AP-fonden 0.0676 %	19,299,277	0.0676 %	18 M ฿
Northern Trust Fund Managers (Ireland) Ltd. 0.0264 %	7,546,400	0.0264 %	7 M ฿
abrdn Alternative Investments Ltd. 0.0166 %	4,728,900	0.0166 %	4 M ฿
Fideuram Asset Management (Ireland) DAC 0.0138 %	3,947,500	0.0138 %	4 M ฿
Nomura Asset Management Taiwan Ltd 0.009806 %	2,800,965	0.009806 %	3 M ฿
State Street Global Advisors France SA 0.005903 %	1,686,190	0.005903 %	2 M ฿
Sumitomo Mitsui Trust Asset Management Co., Ltd. 0.005844 %	1,669,120	0.005844 %	2 M ฿
Russell Investments Ltd. 0.004201 %	1,199,986	0.004201 %	1 M ฿
Capital Investment Trust Corp. 0.003495 %	998,392	0.003495 %	930 332 ฿

Name	Equities	%	Valuation
PTT EXPLORATION AND PRODUCTION 63.79%	2,532,340,489	63.79%	10,618,660,785 $
PTT OIL AND RETAIL BUSINESS 75.00%	9,000,000,000	75.00%	4,415,220,000 $
PTT GLOBAL CHEMICAL 48.18%	2,172,460,915	48.18%	2,277,390,777 $
GLOBAL POWER SYNERGY 55.23%	1,557,386,870	55.23%	2,251,514,198 $
THAI OIL 52.56%	1,072,320,738	52.56%	1,748,633,427 $
IRPC 45.05%	9,206,674,600	45.05%	479,391,546 $
DHIPAYA GROUP HOLDINGS 13.46%	80,000,000	13.46%	69,064,800 $
BANGKOK AVIATION FUEL SERVICES 7.06%	45,000,000	7.06%	28,982,700 $
INTER PHARMA 25.00%	74,510,000	25.00%	19,399,424 $
NAMWIWAT MEDICAL CORPORATION 15.00%	105,000,000	15.00%	13,928,250 $

PTT Public Co., Ltd.

555 Vibhavadi Rangsit Road Chatuchak

10900, Bangkok

+66 2 537 2000

http://www.pttplc.com

Name	Category and Sector
PTT EXPLORATION AND PRODUCTION	Integrated Oil
PTTEP Offshore Investment Co., Ltd. PTTEP Offshore Investment Co., Ltd. Financial ConglomeratesFinance PTTEP Offshore Investment Co., Ltd. operates as an investment holding company and is ultimately controlled by the Government of Thailand. The private company is based in Bangkok, Thailand.	Financial Conglomerates
Orange Energy Co. Ltd.
PTT International Trading Pte Ltd. PTT International Trading Pte Ltd. Wholesale DistributorsDistribution Services PTT International Trading Pte Ltd. is a Singaporean company that specializes in procuring, importing, exporting, and international trading of crude oil, petroleum, and petrochemical products. The private company is based in Singapore, Singapore. The company is ultimately controlled by the Government of Thailand.	Wholesale Distributors
PTT GLOBAL CHEMICAL	Oil Refining/Marketing
PTT International Trading London Ltd. PTT International Trading London Ltd. Wholesale DistributorsDistribution Services PTT International Trading London Ltd. is a private company that supplies crude oil. The company is based in London, UK. The British company is a subsidiary of PTT Public Company Limited, which is ultimately controlled by the Government of Thailand. The company was founded in 2016. The CEO is Worawan Kanchanakeaw.	Wholesale Distributors
PTT OIL AND RETAIL BUSINESS	Wholesale Distributors
GC Treasury Center Co., Ltd.	Finance/Rental/Leasing
PTT Treasury Center Co., Ltd. PTT Treasury Center Co., Ltd. Investment ManagersFinance PTT Treasury Center Co. Ltd. provides financial management services. The company is headquartered in Bangkok, Thailand.	Investment Managers
GC-M PTA Co., Ltd.
PTT International Trading USA, Inc.

Trading Rating

Investor Rating

ESG Refinitiv

A-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

34.75 THB

Average target price

37.57 THB

Spread / Average Target

+8.13%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
PTT	-2.80%	27.11B
SAUDI ARABIAN OIL COMPANY	-8.18%	1,974B
EXXON MOBIL CORPORATION	+19.70%	476B
PETROCHINA COMPANY LIMITED	+44.96%	249B
SHELL PLC	+12.37%	235B
PETROBRAS	+5.56%	99.95B
EQUINOR ASA	-5.51%	84.14B
ENI S.P.A	+1.21%	53.45B
GAZPROM	-.--%	50.1B
SUNCOR ENERGY INC.	+20.73%	48.57B

Integrated Oil & Gas

Energy - Fossil Fuels

Integrated Oil & Gas

Integrated Oil & Gas