Yim CGS-CIMB episodes:

• August 26, 2020OSP u/g to Add. Refinery GRM fall in 3q. BOT msg gained confidence but NPL outlook unsure.

  M eos cut 18% higher raw mat. Hana bearish view dumped sentiment.

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• August 24, 2020CK (-) from West Irange TOR delay. Potential three Thai banks collapse, seen unlikely now.

  Telco better in 2H20 not 2021. SIri d/g to reduce on two perpetual bonds launches.

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• August 19, 2020Retail: makro is the best. WHA cut landsales tgt not a matter. VGI good potential if eco (+).

  TOP 3qtd grm sluggish. Erw under recap risk

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• August 14, 2020Results: mid size hospitals ( chg & bch) outperformed. Hotel weak with Mint Shr (-) Erw in line.

  Bjc osp ichi (+). Cpf lh ivl ( in line)

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• August 10, 2020CBG ( in line) with good prospect. Pttgc profit rebounded qoq but yet improve outlook ahead.

  Intuch was in line.

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• August 05, 2020Pairtrade idea : CBG outperformed OSP, Ichi good preview + better 2h outlook, Bch d/g to Hold,

  BBL guidance bullish

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• August 03, 2020Asean telco 5G (-) for S Korea and may b Thailand. Property preview (+) AP but top pick LH SPALI

  ❤️❤️❤️

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• July 31, 2020AOT (d/d target on term adjustment), DIF yield 7%, hardly seen, GLOBAL outstanding 2q. SPALi (+)

  ❤️❤️❤️

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• July 30, 2020HMPRO and SCC core in line but weak outlook. Thailand strategy revised down mkt eps maintain index

  Target 1310

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• July 29, 2020Asean outlook prefer Malay Indo Sg . U/g Delta to bt120. Amata cap raising (not a concern).

  ❤️

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