capacity utilization following a steady contraction in export value. Meanwhile, public investment expanded as a result of an acceleration in disbursements by the government. Headline inflation in the second
margins corrected to LTM 2Q18 level HVA 284 271 268 • PEO, NDC, Packaging margins steady • IPA margins lowered to sustainable level • HVA Fibers margins to expand post 1H18 supply issues • Avgol, Kordarna
12 79 (1,918) *Total of various accounts may not match with the grand total due to decimal round off 1 Includes net proceeds from disposals of PPE, other non-current investments and assumed net debt on
(5) (THB per sq.wah) 121,184 (6) 155,323 (7) 94,064 (8) Asset appraisal price (9) = (6) + (7) + (8) (Round) (THB per sq.wah) 370,000 Asset appraisal price = (9) x 2,466.40 square wah (THB) 912,568,000
percent, edging up slightly from 0.6 percent in 2017 given steady improvement in overall domestic demand. On December 19, 2018, the Bank of Thailand raised the policy rate for the first time in seven years
mandated B100 portion to be mixed with Diesel products remains a steady 7% through the quarter, while in Q3/2016 the portion was 3-5%. Furthermore, B100 purchase order from BCP, the major customer increased
advertisement and promotional expenses, round up with expansion expenses from Non-Oil businesses. 3) Green Power Business Power Plant Business Performance Q2/2016 Q1/2017 Q2/2017 YoY QoQ 6M2016 6M2017 YoY Revenue
2.01 $/BBL compared to Q1/2018, affected by China’s first round of 2019 diesel export quota of 66.31 million barrels, which surge from the same period of the previous year by 13.41 million barrels
announcing its 2nd round of export quotas in May later than usual, normally made in March. Thus, leading to an abundant of supplies entering the market, and combined with global Mogas stock remaining well
speculate that this new round of sanctions will reduce crude oil volume by 600,000 – 1,500,000 barrels per day; from the record high figures of crude oil exported by Iran in April 2018 at 3. 09 million