BAY expects 1Q loan growth shrink more than 10% yoy, sees sharp declines in new home sales, roll-out refinance package to draw mortgage clients. Comment: 1Q20 is a recession quarter, 2Q20 is still up in the air, 2H20 is, I suspect, a recovery period, and 1Q21 everyone will look amazing compared to the year before […]
Read More →So oil markets have their own rollercoaster with the Saudi’s and the Russian’s not cutting output and potentially ramping it up production instead. And so as of midday 09/02 PTTEP is -29%, PTTGC is -25%, and PTT is -24%. Who said large caps are safer? SET is back to where it was in … 2012? […]
Read More →Notable Transactions Note: The buying by directors/management has started post FY19 announcements, expect to see this continue. Buy(s) THB 149 mn EA – A director buys a chunk. Sell(s) THB 71 mn BDMS – A sale to whom? It’s a decent size
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