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 Prefer AOT ERW MINT/ Overweight Property Prefer AP SPALI ***Cautious Auto and Petrochem***Foreign net Buy both Equity and TFEX and Program Trading Buy EA CRC AWC DELTA SCGP/ AEONTs Neutral, raised target price to Bt 170 from Bt 163 and Earnings’24 by 11% , better 1Q24?Earnings on lower ECL