INVX 10/7/2566 : Buy Conviction list Prefer ADVANC and CPALL

: Cut CPAXT target price to Bt 42 from Bt 46 ( 2Q’66 Earnings preview Bt 1.68 bn, -19% qoq from loan prepayment

: Prefer CPALL sector pick OP tp Bt 78, 2Q’66 Earnings preview Bt 4 bn, +32% yoy/=qoq, better 7% SSSg > sector 3%***Conviction List Buy CPALL

: Stock of the Day Prefer PTT CPALL

: HTC par split to Bt 0.50 from Bt 1.00, waiting for AGM meeting on August 23,2566, Buy HTC

: GS Asia Pacific weekly kickstart : Funds Flow to Sell China Taiwan, Sector Outperform Auto Energy vs Financials laggard

: Cautious Food and Agribusiness ( El Nino impact) and Bank and Consumer Finance (BOT regulation and Thai Politics overhanging factor (13/19/20 July 66)

: Factors to watch : BRC ( BigC Retail Corporation IPO)/ US CPI and Fed Fund rate to hike 0.25% on July 25-26,2566/PTT Day ( PTT TOP GPSC PTTEP)

: INVX Event: PTT Group Investor Day on 14 July 2566

14 July 2566 ( 9.00 PTT / 10.45 TOP /13.30 GPSC/15.15 PTTEP)***Group meeting/ MS Team***Click here to join the meeting