With the changes by the BOT regarding dividends I wouldn’t be surprised to see Banks moving over the coming months. Commodities are still rocking and rolling, though on why on earth PTTEP doesn’t move confounds me.

Reopening theme (hotels, retailers etc etc) still in play, same playbook, if there’s no 4th/5th/6th wave it will continue.

Anyone else noticing that there is increased pressure on Prayuth via his brother? Changes at the top coming? If so, that’s market positive.

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