INVX 10/7/2567: ASSET Stocks, Oil, Crypto,GRM (negative BCP TOP SPRC ),BDI Shipping Rubber (EUDR-STA STGT)down vs Gold +$4.40 to 2,367.90 ***Tourism Neutral low seasonal : ERW negative newsflow on renewed higher land rental rate on Grand Hyatt Erawan Bkk ( 73.67%) impact 15%-20% on revenue.***Programe Trading Sell EA CCET AEONTS *** Research Trading Buy AOT and GPSC postive on Earnings and FT rate hike ( Sep.-Dec2567)***SCGP 2Q24 Earnings down 10.9% qoq/ +4.4% yoy seasonality from higher raw material cost and lower pulp & paper plant with -2 SD, Outperform tp Bt 40***