Jefferies analyst Mark Wilson highlights Ithaca Energy's solid operations and balance sheet, noting the U.K. company is nearing FTSE 100 inclusion after strong Q2 results. Shares closed Thursday at 271.40 pence, with potential catalysts including Rosebank development approval and M&A options.

Maybank Securities (Thailand) remains bullish on Thai refineries, citing strong earnings outlook and high dividend yields. Analyst Chak Reungsinpinya notes global refinery throughput at 78.9 million barrels per day in 3Q remains below the normal 81-83 million range, keeping refined product supplies tight. Top pick Bangchak Corp. has a buy rating and 65.00 baht target; shares rose 0.5% to THB54.25.

CGS International analysts say Sembcorp Green Infra's potential IPO could complete by early 2027, raising up to 37.50 billion rupees. The Indian renewables unit's listing could drive a rerating for parent Sembcorp Industries' Singapore stock. CGSI retains an add rating and 7.15 Singapore dollar target; shares fell 0.8% to S$6.04.

TA Securities' Hafriz Hezry sees Tenaga Nasional as a frontrunner for Malaysia's gas-fired power plant tender after securing 4.2 GW of hydrogen-ready turbines from Mitsubishi Power. Awards may come in early 2027; TA maintains a buy rating and 18.00 ringgit target despite shares declining 2.4% to 13.96 ringgit.

Macquarie reiterates an outperform rating on Boss Energy, raising its price target 2.8% to A$1.80. The bank says investors over-focus on FY27 transition year and should look longer term toward the 1.9 million pounds per year ramp-up. Shares fell 2.3% to A$1.48.