TRINITY TODAY_20210309 (AOT, AWC, JKN)

Deepest backwardation since 2014 could trigger profit taking in oil

TRINITY TODAY_20210308 (CHG, MINT, STGT)

Stick with value / PTG

TRINITY TODAY_20210305 (BBL, MINT, STGT)

It is valuation (not the Fed) that is a concern

TRINITY TODAY_20210304 (AP, CPF, HMPRO)

Start taking profit but can hold on to Bank & Refinery

TRINITY TODAY_20210303 (CENTEL, COM7, S)

Low vol for SET / Push for Refinery

Commodity Weekly_20210303

Commodity Weekly

TRINITY TODAY_20210302 (BBL, JMART, KWM)

OPEC view and implication to oil & rubber price

TRINITY TODAY_20210301 (AMANAH, CPF, JMT)

March investment outlook

TRINITY TODAY_20210225 (BTS, IP, SPALI)

SET Bounces to 1500-1510

Commodity Weekly_20210224

Commodity Weekly

TRINITY TODAY_20210224 (CENTEL, COM7, THRE)

Fed QE tapering still a long way off

TRINITY TODAY_20210223 (BLA, TQM, TNP)

It’s time to switch to Value

Investment Strategy_20210222 (Rising yield not yet a concern - Initiate domestic cyclical call starting with BANK)

Rising yield not yet a concern - Initiate domestic cyclical call starting with BANK

TRINITY TODAY_20210222 (CPF, CRC, NYT)

Rising yield not yet a concern - Initiate domestic cyclical call starting with BANK

TRINITY TODAY_20210219 (ERW, SAT, THAI)

PTT / STA

TRINITY TODAY_20210218 (DOHOME, PTTEP, PR9)

OR / NER / BAM / STGT

TRINITY TODAY_20210217 (JMT, STA, SYNEX)

OR / STA/ KCE

Commodity Weekly_20210216

Commodity Weekly

Investment Strategy_20210216 (PTT standout for medium-term play)

PTT standout for medium-term play

TRINITY TODAY_20210216 (KWM, PTTGC, VGI)

Narrow breadth market / PTT standout for medium-term play