POPULARITY
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
Invitation : AAV CEO Group meeting 14.00***LPTTGC – 2Q22 Preview : Expect a net profit of Bt3.9bn (-84% YoY -6.7% QoQ), the YoY plunge in net profit reflects extra gain from partial divestment of GPSC. Oil refining looks to be the key driver for earnings in 2Q22F given a spike in market GRM to $20 in 2Q22 (from $7.6 in 1Q22). For Olefins, a 39-day planned shutdown of its largest ethane cracker (OLE3) in 2Q22 cut overall olefins utilization rate to 78% (from 85%). Also lower utilization rate for polymer products to 90% in 2Q22 (from 106% in 1Q22). Although high oil price normally supports PTTGC's product prices and olefins margin, its planned maintenance of olefins crackers throughout 2022 will hurt earnings this year. Maintain Neutral TP cut to Bt72.0 (from Bt80.0). # KKP - Raised loan growth but cut provision targets : KKP revised guidance, toning down credit cost to 2% (from 2.2% vs 1.63% in 1H22). We maintain our 2022F credit cost at 1.85%. KKP raised 2022 loan growth to +16% (from +12% vs +9.7% YTD). We raise our 2022F loan growth to +16% (from +14%). We expect 2H22 earnings to have a decent YoY growth but be lower HoH as a result of higher provisioning and lower NIM from rising CoF. We maintain 2022 earning growth of +18%, retain Outperform TP unchanged at Bt81.0. # HMPRO 2Q22 in line : Net profit was Bt1.5bn (+6% YoY but flat QoQ) with SSSG -1% on heavier rain than last year, but wider GPM +50bp YoY on more favorable sales mix and higher rental & other income (+24% YoY). We estimate 3QTD SSSG to turn to positive in mid-single digit YoY and tend to accelerate off 3Q21 low base (lockdown in July - Aug). Maintain Outperform TP Bt18.0.
GS downgrades SCC to Sell (from Buy), TP lower to Bt330 (from Bt460) and Neutral PTTGC cut target price to Bt 55 from Bt 60*** SCBS 7/4/2565 : IPO JDF Bt 2.60/150 mil.shs to trade in SET/ F&B today/ XD SCC Bt 10/Events Tourism Group meeting at 11.00/TU CEO meeting at 12.30/SCBS cut TU tp to Bt 22 from Bt 24, weak margin/core profit vs Prefer GFPT CPF : Friday 8/4/2565 : XD BANPU Bt 0.25/ BPP Bt 0.35*** SCBS cautious view on Petrochem, Prefer IVL outperform to Neutral PTTGC GGC. : Oil down and Flows to trade in SET Index range 1660-1700 level. 1Q'65 Earnings preview Prefer Bank Commerce Power : BBL KBANK BJC CRC GULF : Property sector : Underperform LPN TP of Bt3.10/sh (based on PER of 10.7X)/ SIRI Neutral with a 2022 TP of Bt1.42/share
Weekly Recap (2:10) New Music reviews (Dreamville, WLTER, Harry Styles and more) (11:35) Songs of the Week (26:34) Will Smith & Chris Rock (41:57) We answer some questions (1:18:50) Tv and Movies (Good Girls, Moon Knight, Halo) (1:28:27) Songs of the Week: Walt| WLTER – It's All Bad til It's Not Pat| KYLE - Zoom Eli|Denzel Curry – X- Wing Manscaped.com use code “BT3” at checkout for 20% off + free shipping Follow us on Instagram, YouTube,TikTok (@backtothetopicpod), and Twitter (@BT3Podcast) Merch available at shop.spreadshirt.com/backtothetopic
Weekly recap (St. Patrick's Day, Walt's engagement) (1:48) New Music reviews ( Normani, Lil Uzi, Five, and others) (20:50) Songs of the Week (32:42) Tom Brady coming back (48:38) Swimmer Lia Thomas (52:58) Netflix cutting down on password sharing (1:02:37) Doors or Wheels (1:23:16) Fighting in front of your girl (1:33:36) More on Walt's Engagement (1:45:46) Songs of the Week: Walt| KYLE - Cmon Pat| KAMAUU - MANGO (Remix) [feat. Adeline & Masego] Eli| Lil Uzi Vert - Neon Guts (feat Pharrell Williams) Go to mascaped.com and use code “BT3” at checkout for 20% off + free shipping Follow us on TikTok, Youtube, Instagram (@backtothetopicpod), and Twitter (@BT3Podcast) Merch available @ shop.spreadshirt.com/backtothetopic
On this episode we start by recapping our week of work, working out, and partying (3:55). We then review new music by Lucky Daye, Benny the Butcher, Dua Lipa and others (20:21) we also play our songs of the week (29:58). After that we discuss the Ryan Coogler bank situation (47:32), Walt tells us about shrink-flation (53:32), Jessie Smollett gets sentenced (58:36), and we discuss some TV shows and movies like, Snowfall, Bel-Air, The Adam Project (1:20:09), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| Vic Mensa – OMG (feat. Pusha T) Pat| Girl Talk – Put You On (feat. Wiz Khalifa, Big K.R.I.T., Smoke DZA) Eli| Gucci Mane – Publicity Stunt Go to Mascaped.com and use code “BT3” for 20% and free shipping! Be sure to follow us on Instagram, YouTube, TikTok (@backtothetopicpod), and Twitter (@BT3Podcast) Merch available at shop.spreadshirt.com/backtothetopic
On this episode we start by recapping our week of drinking 4 Lokos, celebrating birthdays, going to bars and bowling (2:38). Next we review new music by Joey Bada$$, Morray, Khalid, Pusha T, and more (18:31). We also play our songs of the week (26:38). After that we answer some questions playing the game “Answer the Internet” (43.44). We then talk about some TV shows we are watching like the Kanye documentary, Euphoria, the Earthquake comedy special (1:01:36), and a whole lot more. Tune in! #BackToTheTopic Songs of the Week: Walt| Nelly Furtado - Promiscuous Pat| Ady Suleiman – Longing For Your Love Eli| 3ohBlack – Tits & Grits Go to Mascaped.com and use code “BT3” for 20% and free shipping! Be sure to follow us on Instagram, YouTube, TikTok (@backtothetopicpod), and Twitter (@BT3Podcast) Merch available at shop.spreadshirt.com/backtothetopic
On this episode we start by recapping our week, and Eli discusses his vacation and the struggles that came with it (2:40). We then review new music by Earthgang, Kehlani, and others (34:45). We also play our songs of the week (47:14). After that we answer some strange questions (1:05:19). We then talk about some TV shows like Euphoria, Kanye Doc, Snowfall, and others (1:14:30), which leads to a debate on if we could live in a post-apocalyptic world (1:52:30), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| WLTER – Letter to the Devil Pat| BANKS – Holding Back Eli| Nardo Wick – Wicked Freestyle Go to Mascaped.com and use code “BT3” for 20% and free shipping! Be sure to follow us on Instagram, YouTube, TikTok (@backtothetopicpod), and Twitter (@BT3Podcast) Merch available at shop.spreadshirt.com/backtothetopic
On this episode we start by recapping our week of work, getting massages, going to the movies and more (1:54). We highlight some healthy habits we been doing, and shout out some historical African American figures (8:40). We then review new music by Vic Mensa, Jack Harlow, Silk Sonic, Vince Staples, and more (27:37). We also play our songs of the week (42:53). Next we talk with our guest Andrew about how he got started with Studio Engineering, and what a studio engineer does, and his process (59:30). After that we briefly discuss the new Kanye documentary on Netflix, and Kanye only putting his album on his Stem Player (1:14:10), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| Muse – Starlight Pat| Syd – Nothin to Somethin Andrew| Big A – Plus One (feat. SAE) Make sure you go follow Andrew (@studiodrew317) to see what he has going on, and definitely hit him up if you need studio time Go to Manscaped.com and use promo code “BT3” for 20% off + Free Shipping! Follow us on TikTok, Instagram, YouTube (@backtothetopicpod), and on Twitter (@BT3Podcast Merch available at Shop.spreadshirt.com/backtothetopic
On this episode we start by discussing Kanye's Instagram post, and his one-sided feud with Pete Davidson (3:30), Da Baby's bowling alley brawl (11:35), and we recap the Super bowl, and half time show (17:50). Also, In the spirit of Valentine's Day we answer some questions, and discuss relationships (31:50), and a whole lot more! Tune in! #BackToTheTopic Thanks to (@aka_biga) for coming through and kicking it with us. Make sure you go give him a follow and see what he got going on! Also look out for his new project “Oasis” available everywhere 2/25/2022 Go to Mascaped.com and use promo code “BT3” at checkout for 20% off and free shipping Make sure to also follow us out on Youtube, TikTok, Instagram (@backtothetopicpod), and follow us on Twitter (@BT3Podcast) to stay up to date with everything we do! Also check out our merch @ shop.spreadshirt.com/backtothetopic
On this episode we start by introducing our guest Jay Tea (@jayyyytea98) and he talks about his upcoming project, The Vague LP, coming 2-22-22 (1:34). Next we do a quick recap of our week dealing with the bad weather (10:00). We highlight some historical African-American figures (56:48). After that we review new music by Yo Gotti, 2 Chainz, Nicki Minaj, YG, and others (1:07:50). We also play our songs of the week (1:26:45). We discuss Rihanna revealing that she is pregnant (1:53:31), Joe Rogan's week of controversy (2:02:45), which leads to a long discussion about the N-Word, and the power that word holds (2:08:10), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| Chance the Rapper – Eternal (feat. Smino) Pat| Nas – Wave Gods (feat. A$AP Rocky) Eli| PE$O PETE – MARINEFORD Jay Tea| Jay Tea – Problems Pt.1 MIKE - Prayers S/O to Jay Tea (@jayyyytea98) for coming and kicking it with us. Make sure y'all go give him a follow and look out for his upcoming project, The Vague LP, coming 2-22-22 Make sure to follow us on Tiktok, Youtube, Instagram (@backtothetopicpod) and on Twitter (@BT3Podcast) Merch available @ Shop.spreadshirt.com/backtothetopic Go to Manscaped.com and use promo code “BT3” for 20% off + Free Shipping!
On this episode we start off by recapping our week, and some healthy habits we've been doing, or not doing (1:20). We review new music by Cordae, J.I.D, Chris Brown, Kanye, which includes some questionable lines about Pete Davidson (13:30), and we play our songs of the week (33:40). Next we talk about some alleged Drake news (46:25), we answer some questions from the game “Answer the Internet” (55:00). We discuss some TV shows like, Euphoria, Emily in Paris, plus others (1:09:00), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| French Montana – Hot Boy Bling (feat. Jack Harlow & Lil Durk) Pat| Joey Bada$$ - TEMPTATION Eli| Cordae – Today (feat. Gunna) Go to Mascaped.com and use promo code “BT3” at checkout for 20% off and free shipping Make sure to also follow us out on Youtube, TikTok, Instagram (@backtothetopicpod), and follow us on Twitter (@BT3Podcast) to stay up to date with everything we do! Also check out our merch @ shop.spreadshirt.com/backtothetopic
On this episode we start off by recapping our holiday break, including vacations, work, and Covid (2:36). We talk about some healthy habits we have been doing, and things we want to do in the new year (29:45). We review new music by The Weeknd, Gunna, Nas, and more (44:45). We also play our songs of the week (59:24). We then discuss TikTok opening up restaurants, and Taco Bell selling chicken wings (1:18:00), We then talk about some movies and TV shows we've been enjoying like, Spiderman, Hawkeye, Don't Look Up (1:38:56), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| The Weeknd – Gasoline Pat| Beyoncé – All Night Eli| Gunna & Drake – P***y Power Go to Mascaped.com and use promo code “BT3” at checkout for 20% off and free shipping Make sure to also follow us out on YouTube, TikTok, Instagram (@backtothetopicpod), and follow us on Twitter (@BT3Podcast) to stay up to date with everything we do! Also check out our merch @ shop.spreadshirt.com/backtothetopic
On this episode we start by recapping our week (5:55). We S/O some people and businesses we appreciate (18:25). Next we review new music by Roddy Ricch, 6lack, SAINt JHN, Jhené Aiko, FKA Twigs & The Weeknd (25:35). We share our frustrations with NFTs (44:20). We also play our songs of week (51:30). We discuss our holiday plans (1:00:45), and a whole lot more. Tune in! #Backtothetopic Songs of the Week: Walt| Clews - Hollywood Pat| Lute - Ghetto Love (feat. Blakk Soul & Ari Lennox) Go to Manscaped.com and use promo code “BT3” at checkout for 20% your order and free shipping Make sure to follow us on YouTube, Instagram, TikTok (@backtothetopicpod) and follow us on Twitter (@Bt3podcast) We will be back in 2022 Yuuuuuuurrrrrrrrrrrrr
We start this episode out by recapping our week (4:32). We then review new music by Russ, Tory Lanez, Rick Ross, Juice WRLD, and more (22:00). We also play our songs of the week (36:55). After that we briefly discuss the Travis Scott interview (50:32), Ye and Drake's concert (53:06), how we decorate for Christmas (1:02:13). We talk about some TV shows and games we been enjoying lately (1:05:32), if coaches are really needed (1:13:30), and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| Young Empires – So Cruel Pat| Wale – Tiffany Nikes Eli| Juice WRLD – You Wouldn't Understand Go to Manscaped.com and use code “BT3” at checkout for 20% off and free shipping on your order Make sure to check us on YouTube,TikTok, Instagram (@backtothetopicpod), and follow us on Twitter (@BT3Podcast) Merch available @ Shop.spreadshirt.com/backtothetopic
After taking the week off for the holidays we are back, and start this episode off by quickly recapping the last couple of weeks including Thanksgiving, vacations, and Friendsgiving's (1:15). Next we review new music by Khalid, Cordae, Tory Lanez, Brent Faiyaz, and others (13:55). We also play our songs of the week (28:05). After that, we then talk about our potential sponsorship opportunity (41:50), we talk about the passing of Virgil Abloh (46:00). Finally we discuss some TV shows and movies like, King Richard, True Story, Hawkeye (56:15) and a whole lot more! Tune in! #BackToTheTopic Songs of the Week: Walt| Allen Stone – Unaware Pat| Jordan Hawkins – Slow Down Eli| Cozz – Higher Power Head over to Manscaped.com and use promo code “BT3” for 20% off your order! Make sure to also check us out on TikTok, YouTube, Instagram (@backtothetopicpod), and follow us on Twitter (@BT3Podcast) to stay up to date with everything we do!
What's up everybody! This episode isn't like our regular ones, this is just to keep you updated with what's going on with BT3. Thanks for listening! #BackToTheTopic --- Send in a voice message: https://anchor.fm/backtothetopic/message
Dr. BT3 gives you 5 things that leaders think and feel but don't feel comfortable with expressing to those they lead and impact. --- Support this podcast: https://anchor.fm/DrBT3/support
For today's episode of Autism Live, for Autism Awareness Month, we would like to recognize some of the Stars from Center for Autism and Related Disorders! Please join us in honoring these amazing CARD Stars! CARD STARS we are Honoring in this episode: Jess Eves, GCM, West Palm Alexandra Helfenbein, BT3, Boulder Tiffani Mitchell, BT2, Manassas Nicole Ricks, Assistant Supervisor, Medford #WorldAutismAwarenessMonth #AutismAwarenessMonth #AutismAcceptanceMonth
For today's episode of Autism Live, for Autism Awareness Month, we would like to recognize some of the Stars from Center for Autism and Related Disorders! Please join us in honoring these amazing CARD Stars! CARD STARS we are Honoring in this episode: Jess Eves, GCM, West Palm Alexandra Helfenbein, BT3, Boulder Tiffani Mitchell, BT2, Manassas Nicole Ricks, Assistant Supervisor, Medford #WorldAutismAwarenessMonth #AutismAwarenessMonth #AutismAcceptanceMonth
Today on Autism Acceptance Day, we would like to recognize some of the Stars from Center for Autism and Related Disorders! Please join us in honoring these amazing CARD Stars! CARD STARS we are honoring in this episode: Alyssa Trombley, Assistant Supervisor, Lakewood Virginia Douglas, Operations Manager, Manassas Aanesha Martin, Clinical Supervsior, Prairieville Linda Watson, CLM-D, San Marcos Heather Vaughn, BT3, Irvine #WorldAutismAwarenessMonth #AutismAwarenessMonth #AutismAcceptanceMonth
Today on Autism Acceptance Day, we would like to recognize some of the Stars from Center for Autism and Related Disorders! Please join us in honoring these amazing CARD Stars! CARD STARS we are honoring in this episode: Alyssa Trombley, Assistant Supervisor, Lakewood Virginia Douglas, Operations Manager, Manassas Aanesha Martin, Clinical Supervsior, Prairieville Linda Watson, CLM-D, San Marcos Heather Vaughn, BT3, Irvine #WorldAutismAwarenessMonth #AutismAwarenessMonth #AutismAcceptanceMonth
Join Dr. BT3 and Prophet Elexio Baillou as they engage in a REAL, mature and healthy conversation about the nuances of the relationship between Apostles and Prophets. --- Support this podcast: https://anchor.fm/DrBT3/support
Dr. BT3 was interviewed by Coach Favour of Holland on the meaning of Apostolic Reformation in the Church today. --- Support this podcast: https://anchor.fm/DrBT3/support
On this episode the BT3 squad break down our thoughts on the new music, as usual. (5:26) We discuss the state of pro sports. (37:40) We dive into schools plans to reopen during the pandemic, (48:20) and more! Tune in to #BackToTheTopic! — Visit our new shop! http://shop.spreadshirt.com/backtothetopic --- Send in a voice message: https://anchor.fm/backtothetopic/message Support this podcast: https://anchor.fm/backtothetopic/support
**UPDATE** The Walter Arnold book is NOW AVAILABLE!!!! Click here to purchase on Amazon. Here's part 3 of my sit down with Billy and Charlie. In this episode we hear some funny stories from past NTA conventions, talk about old trappers, hear some local history, and get into open water beaver trapping tips and tricks. Enjoy! Support our Sponsors:Kaatz Bros. LuresOnXMaps (use code 'TRAP' for 20% off!) Kaatz Bros. Deal of the WeekUse code BT3 for 10% off Bridger T-3 Dogproof Traps! Offer expires July 5, 2020.
Lean in as Dr. BT3 discusses some valuable lessons and considerations in grief, life and family. Instant classic!! --- Support this podcast: https://anchor.fm/DrBT3/support
In the powerful presentation Dr. BT3 describes and discusses the 4 Zones of our identities!!! Make sure to take good notes!!! --- Support this podcast: https://anchor.fm/DrBT3/support
This is the first non-preaching podcast...in this episode Dr. BT3 discusses and gives insight about the subject of women in ministry with personal commentary about John MacArthur and Beth Moore. --- Support this podcast: https://anchor.fm/DrBT3/support
This message was LIFE altering! Dr. BT3 deals with spiritual/ emotional heart attacks and headaches rooted in trauma. He also gives the danger of Trauma Informed- Thinking. --- Support this podcast: https://anchor.fm/DrBT3/support
Dr. BT3 describes and explains why many Believers struggle in their faith walk. He gives biblical truth to us that will lead to freedom! Must listen!! --- Support this podcast: https://anchor.fm/DrBT3/support
As you may know, our beloved TBL host Bill Thompson, III, died on March 25, after a short battle with pancreatic cancer. What you may not know is that Bill's mother, Bird Watcher's Digest founding publisher Elsa Thompson, died in a fire in her home in Marietta, Ohio, on May 25. We know you share our grief in losing these two wonderful people who have contributed so much to the world of birding. In honor of BT3 and Elsa, we're re-airing this episode from 2013, when Bill interviewed Elsa about the early days of Bird Watcher's Digest, why the family started the magazine, and what it has meant in their lives.
As you may know, our beloved TBL host Bill Thompson, III, died on March 25, after a short battle with pancreatic cancer. What you may not know is that Bill's mother, Bird Watcher's Digest founding publisher Elsa Thompson, died in a fire in her home in Marietta, Ohio, on May 25. We know you share our grief in losing these two wonderful people who have contributed so much to the world of birding. In honor of BT3 and Elsa, we're re-airing this episode from 2013, when Bill interviewed Elsa about the early days of Bird Watcher's Digest, why the family started the magazine, and what it has meant in their lives.
Dr. BT3 describes the Christian-ish Culture and our responsibility to disengage this trend. POWERFUL! --- Support this podcast: https://anchor.fm/DrBT3/support
In part 2 of Ben's interview with BT3, published posthumously, Bill talks about his love of travel as a way of connecting with nature and people, as well as who some of his birding mentors were. Bill also talks about his love of music, what it means to him, and some of his more memorable birding adventures. Also hear Bill's thoughts on the evolution of birding and why he's hopeful about the next generation shaping the future of bird watching. We end with a recording of Bill singing one of his songs with his band, The Rain Crows.
Dr. BT3 teaches one of the most revelatory lessons. This teaching reveals our divine nature and the marriage with our humanity!!! YOU MUST LISTEN to this about 5 times!!! IT IS PACKED!! --- Support this podcast: https://anchor.fm/DrBT3/support
Dr. BT3 goes deeper into the series about creating and maintaining momentum! --- Support this podcast: https://anchor.fm/DrBT3/support
Dr. BT3 opens up this LIFE CHALLENGING and CHANGING SERIES, "World Changers" dealing with the nuances of change and development. --- Support this podcast: https://anchor.fm/DrBT3/support
In this message, Dr. BT3 deals with influence in the World...don't miss it! --- Support this podcast: https://anchor.fm/DrBT3/support
Dr. BT3 gives you energizing and power principles on creating MOMENTUM in your life! --- Support this podcast: https://anchor.fm/DrBT3/support
Here we go with our second episode. Martina found an amazing space to record this months episode. A BIG SHOUT OUT to Colin from the Poplar Creek Public Library in Streamwood, Il. We would also like give a big SHOUT OUT to COLIN from Studio 1405 in helping us create our intro music. Literally, he's a professional musician that heard our ideas and produced something in minutes. He really hooked us up and gave us some great advice.Just hit the play button for the full interview PODCAST: Play in new window | DownloadListen and subscribe via iTunesAs promised here are some visuals that will go along the podcast.As Always. LIKE. COMMENT. SUBSCRIBE.Follow our social media:IG: @fashionjunkiespodcast2Twitter: @fashionjunkies2
3:00 - Blues continue to roll, led by a phenomenal Carter Hutton performance3:15 - Mizzou has higher expectations than ever for basketball. Is it valid?3:30 - Betting with BT3:45 - Hot Topics
3:00 - Was the hit on Joe Flaaco really a dirty hit?3:15 - The experts have spoken regarding the Mike Maddux hire and there is a lot to look forward to3:30 - Betting with BT3:45 - Hot Topics
Tym razem postanowiliśmy porządnie zakasać rękawy i zabrać się za projektowanie doskonałego festiwalu piwa. W naszych głowach rzecz jasna. Jak zatem wygląda przepis na wydarzenie, które będzie tak pożądane jak leżakowane w beczkach piwa od Doctora Brew? Jakiej oprawy muzycznej na pewno nie robić? I jak metodą eliminacji dochodzi się do wniosku, że jedyne rozwiązanie to darmowy festiwal z darmowym piwem? Mieliśmy ograniczyć się do gdybologii i nie rozprawiać o tym co jest, ale ostatecznie nie mogliśmy sobie odmówić odpowiedniej dawki narzekania i krytyki... ;) Lub nas: www.facebook.com/podcastbeertalksEmail: podcastbeertalks@gmail.com