: Strategy 3Q'23 cut Thailand GDP'23 to 2.7% from 3% , SET Index 2023 target at 1650 and 2024 at 1750/ Top picks Prefer BBL BDMS BEM HMPRO OSP

: Bi-weekly Strategy Prefer BBL BDMS AOT BCP ONEE /Stocks of the day Prefer OR and KCE

: Funds Flow Buy USD vs Sell Gold and Oi. / Trading pattern Buy small cap. AWC ERW PR9 AH CBG ONEE( -2SD but SET100 potential deletion announcement on mid June’23) MALEE vs Sell Politics risk GULF INTUCH ADVANC JAS

: Research : Neutral BAM tp Bt 14, cheap valuation but no catalyst vs Prefer BBL KTB

: Key factors to watch : ( Thai Politics /FOMC meeting 13-14 June on hold/ SET 50/100 new list announcement mid June’23 / BOJ ECB to hike rate /FTSE Index review impact June 16 closing price/Sector change MINT NEX on June 14,65