Company report

PTTEP corporate report

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Report summary

PTTEP's market rating has been hit hard by the fall in oil prices since 2014. The Thai NOC is now one of the most discounted companies in our coverage with an enterprise value that is less than half our commercial asset valuation. PTTEP needs to improve its growth prospects if it is to achieve a market re rating. In common with many Asian NOCs it suffers from a maturing domestic portfolio and insufficient exposure to opportunities that could deliver sustained growth. We look at the company's current portfolio and strategic options.

What's included

This report contains

  • Document

    PTTEP Corporate Report.xls

    XLS 3.11 MB

  • Document

    PTTEP corporate report

    PDF 1.06 MB

  • Document

    PTTEP corporate report

    ZIP 1.76 MB

Table of contents

  • Executive summary
  • Strategy
  • Financial health
  • Investment
  • Resources, reserves and production
  • Key success factors
  • Economic assumptions

Tables and charts

This report includes 33 images and tables including:

Images

  • Relative share price performance
  • Benchmark: market premium/discount to WM NPV,10
  • Strategic fit of upstream regions
  • Benchmarking: production CAGR
  • Benchmarking: % gas production
  • Benchmarking: NPV,10 by resource theme
  • Investment by country
  • PTTEP: capital investment (2016 to 2020)
  • Top international probable projects by projected capex (to 2020)
  • Reserves and resource detail
  • Benchmarking: reserves and resources detail
  • Benchmarking: reserves and resources life
  • Production outlook
  • Base price assumptions (nominal terms)
  • Base, high and low Brent (nominal terms)
  • Domestic production by asset
  • Domestic capital investment by asset
  • International production by asset
  • International capital investment by asset
  • Cash flow breakevens
  • Benchmarking: upstream cash flow breakevens
  • Evolution of year-end net cash
  • Breakdown of upstream cash flow by country
  • Thailand total energy demand
  • Thailand gas supply-demand

Tables

  • SWOT analysis
  • Key legacy assets by value
  • Key growth assets by value
  • Base price assumptions (nominal terms)
  • High price assumptions
  • Low price assumptions
  • Value assumptions
  • Foreign exchange rate assumptions

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