GS 8/8/2022: Brent Oil 3Q-4Q22 forecasts now $110-125/bbl vs. $140-130/bbl previously (with our $125/bbl 2023 forecast )***

BOT to hike rates by +25bp to 0.75% this Wednesday, and still forecast +50bp/+100 hikes to 1.00%/2.00% by end-2022/23.*** AOT - 3QFY22 Preview : Expect a net loss of Bt2.4bn, losses down YoY and QoQ (vs net losses of Bt4.1bn in 3QFY21 and Bt3.3bn in 2QFY22).*** AOT Outperform TP Bt75.*** STANLY 1QFY23 weak YoY and QoQ : Net profit was Bt317mn (-17% YoY -33% QoQ). Sale -14.4% QoQ,*** Neutral TP Bt197