PTT

Report

End-of-day quote Stock Exchange of Thailand - 07/23
35.75	THB		-1.38%

10:10a	THE SUPREME COURT FAVOURS "ORTHODOX APPROACH" TO LIQUIDATED DAMAGES CLAUSES : Triple Point Technology, Inc v PTT Public Company Ltd – Court Of Appeal Overturned	AQ
07/14	PTT : Unit Acquires Indian Renewable Energy Company	MT
07/14	GLOBAL POWER SYNERGY : Thai GPSC shares jump after $453 million investment in India solar firm	RE

Company

Business Summary

PTT Public Company Limited is a Thailand-based company engaged in the gas and petroleum businesses. The Company supplies, transports and distributes natural gas vehicle (NGV), petroleum products and lubricating oil via service stations throughout Thailand and also exports to overseas markets. Through its subsidiaries and affiliated companies, the Company is involved in exploration, production, refinery, marketing and distribution of petroleum, petrochemical products and aromatics. In addition, the Company operates international trade businesses, including import and export of crude oil, condensates, petroleum products, petrochemicals, and sourcing of international transport vessels and carriers.

Sales per Business

	2019		2020		Delta
Petrochemicals and Refining	594 596.00	26.8%	453 283.00	28.1%	-23.77%
Oil	575 777.00	25.9%	427 531.00	26.5%	-25.75%
International Trading	596 180.00	26.9%	348 713.00	21.6%	-41.51%
Natural Gas	349 411.00	15.7%	281 806.00	17.4%	-19.35%
Technology and Engineering	52 173.90	2.4%	55 045.00	3.4%	+5.5%
Petroleum Exploration and Production	36 329.70	1.6%	38 858.00	2.4%	+6.96%
Coal	15 078.00	0.7%	10 203.00	0.6%	-32.33%
Others	193.48	0%	226.00	0%	+16.81%
THB in Million

Sales per region

	2019		2020		Delta
Thailand	1 369 540.00	61.7%	1 060 600.00	65.6%	-22.56%
Asia	745 411.00	33.6%	476 622.00	29.5%	-36.06%
Europe	53 150.20	2.4%	48 861.00	3%	-8.07%
America	31 870.50	1.4%	20 586.00	1.3%	-35.41%
Others	19 766.50	0.9%	9 000.00	0.6%	-54.47%
THB in Million

Managers

Name	Title	Age	Since
Auttapol Rerkpiboon	President, CEO, Secretary & Director	54	-
Pannalin Mahawongtikul	Chief Financial Officer	56	2018
Wittawat Svasti-xuto	Chief Technology & Engineering Officer	58	2018
Kittipong Kittayarak, Dr.	Independent Director	62	2014
Don Wasantapruek	Independent Director	61	2014
Danucha Pichayanan	Independent Director	-	-
Teerawat Boonyawat	Independent Director	-	-
Krishna Boonyachai	Independent Director	56	2020
Rungroj Sangkram	Independent Director	-	-
Chayodom Sabhasri, Dr.	Independent Director	56	-

Members of the board

Name	Title	Age	Since
Thosaporn Sirisumphand	Chairman	59	-
Kittipong Kittayarak, Dr.	Independent Director	62	2014
Don Wasantapruek	Independent Director	61	2014
Auttapol Rerkpiboon	President, CEO, Secretary & Director	54	-
Danucha Pichayanan	Independent Director	-	-
Chumpol Rimsakorn	Director	60	2018
Teerawat Boonyawat	Independent Director	-	-
Krishna Boonyachai	Independent Director	56	2020
Rungroj Sangkram	Independent Director	-	-
Chayotid Kridakon	Director	-	-

Equities

	Vote	Quantity	Free-Float		Company-owned shares		Total Float
Stock A	1	28,562,996,250	12,392,447,775	43.4%	0	0.0%	71.7%
Stock B	1	28,562,996,250	28,562,996,250	100.0%	0	0.0%	71.7%

Shareholders

Name	Equities	%
Government of Thailand	14,598,855,750	51.1%
Krung Thai Asset Management Public Co., Ltd.	1,736,895,500	6.08%
MFC Asset Management Public Co., Ltd. (Investment Management)	1,736,895,500	6.08%
Social Security Office of Thailand	568,209,000	1.99%
EGAT Saving & Credit Cooperative Ltd.	190,786,100	0.67%
Norges Bank Investment Management	188,413,726	0.66%
GIC Pte Ltd. (Investment Management)	169,270,500	0.59%
TMB Asset Management Co., Ltd.	45,481,736	0.16%
JPMorgan Asset Management (Singapore) Ltd.	38,629,800	0.14%
The Vanguard Group, Inc.	13,564,436	0.047%

Name	Equities	%
BlackRock Fund Advisors	194,786,100	0.68%
BlackRock Asset Management North Asia Ltd.	111,075,729	0.39%
BlackRock Advisors (UK) Ltd.	58,072,010	0.20%
Charles Schwab Investment Management, Inc.	55,590,570	0.19%
Robeco Institutional Asset Management BV	48,125,100	0.17%
Sjunde AP-fonden	19,780,547	0.069%
The Vanguard Group, Inc.	19,130,750	0.067%
Fisher Asset Management LLC	17,305,775	0.061%
Northern Trust Global Investments Ltd.	15,054,600	0.053%
BlackRock Investment Management (UK) Ltd.	14,592,270	0.051%

Name	Equities	%
The Vanguard Group, Inc.	426,941,925	1.49%
Dimensional Fund Advisors LP	107,600,640	0.38%
FIL Investment Management (Singapore) Ltd.	103,699,904	0.36%
FIL Investment Management (Hong Kong) Ltd.	74,773,556	0.26%
JPMorgan Asset Management (Singapore) Ltd.	63,295,200	0.22%
Geode Capital Management LLC	31,598,300	0.11%
Vontobel Asset Management AG	28,544,600	0.100%
Standard Life Investments Ltd.	22,430,850	0.079%
Principal Global Investors LLC	21,561,970	0.075%
CI Investments, Inc.	20,884,875	0.073%

Holdings

Name	Equities	%	Valuation
PTT EXPLORATION AND PRODUCTION (PTTEP)	2,532,340,489	63.8%	9,607,243,994 USD
PTT OIL AND RETAIL BUSINESS (OR)	9,000,000,000	77.5%	8,644,140,000 USD
PTT GLOBAL CHEMICAL (PTTGC)	2,149,920,915	47.7%	4,353,525,355 USD
THAI OIL (TOP)	918,565,183	45.0%	1,735,086,960 USD
GLOBAL POWER SYNERGY (GPSC)	643,177,944	22.8%	1,503,184,036 USD
IRPC (IRPC)	9,717,524,600	47.6%	1,256,864,632 USD
DHIPAYA INSURANCE PUBLIC COMPANY LIMITED (TIP)	80,000,000	13.3%	89,002,400 USD
BANGKOK AVIATION FUEL SERVICES PUBLIC COMPANY LIMITED (BAFS)	45,000,000	7.06%	36,017,100 USD

Company contact information

PTT Public Co., Ltd.
555 Vibhavadi Rangsit Road
Chatuchak
Bangkok, Bangkok Metropolis 10900

Phone : +66.2.537.2000
Web : http://www.pttplc.com

Analysis

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