INVX 11/11/2024

Fund Flows GS Asia PacWeekly Kickstart : MXAPJ +2% led by ChinaA ( Yuan 10 bn Stimulus package> mkt exp.) and Taiwan / Sector Tech outperformed Energy

GS Buy WHA higher land Sales , Bt 1 bn divestment revenue and Data Centre play. Raised target price to Bt 6.50 from 6.00

GS cut target price TOP from Bt 67 to Bt 65, weaker Ebitda from larger than expected one-off inventory losses, stronger Thai Baht and higher Opex

Stocks of the Day : Buy CPALL and LHHotel

Research

KEX Underperform tp Bt 1.70, negative view with unclear sign of recovery

THRE Outperform with cut target price to Bt 0.70 from

Bt 0.80

QH Underperform with raise target price to Bt 1.97 from Bt 1.89