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INVX 31/5/2567: Today SET50/100 last day calculation : SET 50 addition BCP BJC ITC TIDLOR/ Deletion BANPU COM7 KCE SAWAD and MSCI adjusted Port end of day for moving BTS LH MTC to Small Cap. Index vs Deletion MAJOR RS PSL BLAND DITTO FORTH KSL
INVX 28/5/2024 : INVX 28/5/2567 : Energy GRM play Prefer BCP TOP/ Stocks of the Day Prefer MINT BCP/ TQM Neutral weak 2Q seasonal/Today AH meeting 14.00/Event Tourism sector Group/MS Team at 15.30: Fund Flows Buy T
INVX 24/5/2567: EIC cut Thailand Export2024 to 2.6% from 3.1%***Upgrade CBG to Outperform / raise target price to Bt 85 from Neutral tp Bt 78 from better energy drink and 2024 Earning Bt 2,500 mn (+Eg +30%)/ Stocks pick Prefer ADVANC BCH/ Progr
INVX 23/5/2567: Upgrade PTTGC to Outperform/ High Conviction List with unchanged target price Bt 48 +China Stimulus package to benefit Petrochem and 20% exposure to construction/ Program trading Buy KLINIQ INVX target at Bt 46 positive tone vs
INVX 20/5/2567 : Thailand GDP'2024 downside risk from 2.5%/Food sector Overweight Prefer CPF BTG TU/Research Neutral AAV raised target price to Bt 2.80(from Bt 2.60) but cut STANLY to Bt 206 from Bt 222: Geopolitica
INVX 17/5/2567: OSP High Conviction List, Outperform, raised target price to Bt 29(from Bt 28), better Sales growth and gross margin /CENTEL Neutral ,raise target price to Bt 46 from Bt 45, meeting negative tone from Centara Grand Pattaya renov
INVX 16/5/2567: ERW Outperform,raise target price to Bt 6.20 from Bt 6.00/KEX Underperform, cut target price to Bt 3.90/LH Neutral,cut target price to Bt 8.20/ SAWAD Neutral, raise target price to Bt 43 and Downgrade THREL to Underperform, cut
INVX 15/5/2567 ***BJC Neutral/ Cut target price to Bt 27 from Bt 28/Cut Earnings’24 by 7% ( Tax rate 27% ), One-Off items Bt 560 mn from BIGC tax , 2 Qtd SSSg - / 2Q24 Earnings outlook =yoy/+qoq vs Prefer GLOBAL***Cautious Auto Downgrade AH to
INVX 14/6/2567: Upgrade CPF to Outperform/ High Conviction list / Raise target price to Bt 26 from CPF Bt 2+ CPALL Bt 24 from previous Bt 22.50) +++ Overweight Food Prefer CPF BTG to TU to GFPT *** Energy - Forex loss hit Earnings of PTTGC Neut
INVX 13/5/2567: Trading Stocks Prefer CPALL AOT ( Rainy season usually negative sentiment on Conmat Property Commerce Tourism) *** Regional Flows Buy Tech Transport Property vs Sell Commerce Auto Communication/ Research Overweight Food BTG Outp
INVX 10/5/2567: Research GFPT High Conviction list , raise tp to Bt Bt 16 from Bt 15.50 / BLA Outperform, raise target price to Bt 23 from Bt 22 and Cautious Auto, cut tp to Bt 15 from Bt 21***Today Analyst meeting 8.00 SCG/ 13.30 QH MS Team/ 1
INVX 9/5/2567: Upgrade BLA to Outperform tp Bt 22 /BAM Neutral ,raised target price to Bt 8.40 from Bt 8.00/Cut target price GGC Underperform from Bt 10 to Bt 7.70/ GPSC Neutral, cut target price to Bt 60 from Bt 70 vs Prefer Gulf *** Program T
INVX 7/5/2567:Stocks of the day Prefer TRUE and OR / TRUE High Conviction list Outperform, upgraded target price to Bt 10 from Bt 8.5 and Strong Earnings turnaround : TRUE 2024 Earnings Bt 3,100 mn from 1,100 mn ***Program Trading Buy PSL TTA M
INVX Prefer MINT High Conviction list/ Outperform tp Bt 44,-1SD, bottom out from 1Q24 Core loss Bt 243 mn low Europe season but recovery in 2Q24 Europe high tourism season,sector pick***KTB High Conviction list,Outperform tp Bt 22,upside risk o
INVX 26/4/2567 : Today Event Strategy for Geopolitical risk at 11.00 Group/MS Team***IPO STX Bt 3, MAI/PROCON listing/Downgrade BJC to Neutral, cut target price to Bt 28/Prefer BEM PTTEP SCC CPALL: Fund Flows Buy Healt
INVX 25/4/2567: Event Today XPG 15.00/ Group/ MS Team and Tomorrow 26/4/2567 Strategy Middle East Impact at 11.00 Group/ MS team*** Research ***BH 1Q24 Earnings high record, beat mkt 12%,higher Ebitda margin vs slower 2Q24 qoq, Neutral BH tp Bt
INVX 23/4/2567: Program Trading Buy OSP CBG RCL JAS JTS/ Research OSP Outperform tp Bt 28,positive 1Q24 Earnings preview Bt 814 mn,+73%yoy/+80%qoq,widen GM and high Sales Overseas( Myanmar high season)***KBANK Neutral tp Bt 140,1Q24 Earnings be
INVX 22/4/2567: GS Downgraded Thailand to Underweight / INVX Downgraded BAY to Neutral / Cut target price to Bt 29(from Bt 35) vs PTTEP Outperform,raised target pricevto Bt 204,base on Brent oil at $85/ GFPT High Conviction list, outperform Bt
INVX 19/4/2567: GS targeted Gold to $2700/ Today India Election starts / XD PSL Foreign Flow sell Energy both Oil and Utility and Telecom vs Buy Food and Beverage/ Research BBL cut target price to Bt 180 from Bt 185, weaker NIM and higher NPLs/
INVX 18/4/2567: Program Trading Sell EA GPSC DELTA KTB KCE / Mkt Talk : Risk of Delayed Digital Wallet from 4Q24 and SET50 deletion / BANK Peak earnings in1 Q and XD / Research SCC Outperform with 1Q24 Earnings preview Bt 2.1 bn,potential stock
INVX 17/4/2567 : Stocks of the Day Prefer PTTEP every long term Oil +$ 1 benefit PTTEP’s target +Bt 5 and BCH -1SD and Earnings +20% yoy best Healthcare play/ GS positive Commodities Gold Oil Copper/ Fed cut 2 times, starting in July 2024 / For
INVX 11/4/2567: Digital Wallet impact on Thai GDP’24 from 2.5% to 3.2% and ‘25 from 3% to 3.2% / Fx ฿/US$ 36.50/37 and Interest rate’24 unchange and risk to hike 25 bps in 2025***Positive Commerce with Earnings upside on CPALL CPAXT BJC ***Warn
INVX 10/4/2567: Positive Digital Wallet + Property Stimulus package+ Entertainment Complex * Interest rate cut ( not today/ Expected in June and 2H24)***Overweight Commerce Prefer CPALL Global CRC / Energy Power Refinery /Overweight Tourism Pre
INVX 9/4/2567: Today IPO NEO Bt 39 ( D’Nee/ Fineline) listing in SET/ Personal / XD MAJOR Bt 0.15/ INVX Event 9/4/2567 : Banking sector 14.00 Group/MS Team ***SNNP Management at 15.39 Group/ MS Team *** Research CPALL Outperform tp Bt 75 best S
INVX 5/4/2567: Commerce sector Overweight Prefer CPALL tp Bt 75 sector picks with 1Q24 SSSg +4% ,CPAXT+2%,BJC+0.5% vs HMPRO-2%,GLOBAL-6% ***Research High Conviction list TRUE Outperform tp Bt 8.50,1Q24 Earnings preview Bt -374 mn, vs 2Q24 flat/
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