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Energy Sovereignty '26: Strait Disruption Asian Beneficiaries
12 tickers · $132.26B total market cap
Group: Energy Sovereignty
Energy Sovereignty '26: Strait Disruption Asian Beneficiaries tracks 12 publicly listed stocks in this theme: 3816.KLSE, 5183.KLSE, 5199.KLSE, 5321.KLSE, 5681.KLSE, 7277.KLSE, AKER.OL, MEDC.JK, PGAS.JK, PTTEP.BK, STO.AU, WDS.AU. See the constituent table for details.
Constituents
Build 20260426T092909
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Woodside Energy Group LtdWDS.AU | 02/24/2026 (BMO) | — | — | — | — | — | $44.21B | 12.0000 |
PTT Exploration and Production Public Company LimitedPTTEP.BK | 02/09/2026 (BMO) | 04/27/2026 (BMO) | — | — | — | — | $18.34B | 14.0000 |
Santos LimitedSTO.AU | 02/16/2026 (BMO) | — | — | — | — | — | $18.05B | 11.0000 |
PETRONAS Chemicals Group Berhad5183.KLSE | 02/23/2026 (BMO) | 05/20/2026 (BMO) | — | — | — | — | $11.10B | 17.0000 |
MISC Berhad3816.KLSE | 02/24/2026 (BMO) | 05/25/2026 (BMO) | — | — | — | — | $9.12B | 6.0000 |
Aker ASAAKER.OL | 02/13/2026 (BMO) | 05/08/2026 (BMO) | — | — | — | — | $8.21B | 3.0000 |
—5321.KLSE | — | — | — | — | — | — | $5.62B | 4.0000 |
PETRONAS Dagangan Berhad5681.KLSE | 02/24/2026 (BMO) | 05/25/2026 (BMO) | 4.36% | — | -7.65% | — | $5.12B | 4.0000 |
PT Perusahaan Gas Negara TbkPGAS.JK | 03/24/2026 | 04/27/2026 | — | — | — | — | $4.68B | 5.0000 |
PT Medco Energi Internasional TbkMEDC.JK | 07/31/2025 | — | — | — | — | — | $4.26B | 10.0000 |
Dialog Group Berhad7277.KLSE | 02/11/2026 (BMO) | 05/14/2026 (BMO) | — | — | — | — | $3.17B | 8.0000 |
Hibiscus Petroleum Berhad5199.KLSE | 02/27/2026 (BMO) | 05/21/2026 (BMO) | — | — | — | — | $398.0M | 6.0000 |
| Average | 4.36% | — | -7.65% | — | $11.02B | 8.3333 | ||
| Median | 4.36% | — | -7.65% | — | $6.91B | 7.0000 | ||
| Std Dev | 0.00% | — | 0.00% | — | $11.33B | 4.2687 | ||
| Min | 4.36% | — | -7.65% | — | $398.0M | 3.0000 | ||
| Max | 4.36% | — | -7.65% | — | $44.21B | 17.0000 | ||
| % Positive Tickers | 100.00% | — | 0.00% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.