INVX 10/6/2567: HTC Buy tp Bt 23.50, better 2Q24 Earnings but seasonal weak in 3Q24. New high Earnings in Yr2024 Bt 686 mn/ BEM outperform tp Bt 9.50 not including Orange line +Bt 1.50 / Funds Flow Buy Tech and Healthcare / Prefer HANA / BDMS ***Program Trading Buy Rubber (higher Europe demand) STA STGT TRUBB and INTUCH *** INVX Cautious Petrochem PTTGC extra expenses in PTT Asahi Asset Devaluation booked in 2-3Q24 *** Friday 24/6/2567 ERW-W3 ex-Date ***Politics risk : INVX expected 80% chance for PM Setha and Thaksin to be survive with SET Index target 1350-1400 and 1450-1500 in 4Q24 Budget spending and Digital Wallet vs Short term Rainy season negative sentiment on Property Tourism Conmat and Commerce