Yim CGS-CIMB
Amporn Ajcharanukul
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CK (-) from West Irange TOR delay. Potential three Thai banks collapse, seen unlikely now.
6 minutes
Posted Aug 24, 2020 at 2:20 am.
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6:37
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Telco better in 2H20 not 2021. SIri d/g to reduce on two perpetual bonds launches.
Previous
Retail: makro is the best. WHA cut landsales tgt not a matter. VGI good potential if eco (+).
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OSP u/g to Add. Refinery GRM fall in 3q. BOT msg gained confidence but NPL outlook unsure.
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