INVX Morning Call 1/11/2024

Flows

Buy Tech AI and Data Centre play +DELTA KCE HANA Buy Telecom overweight ADVANC

Buy Energy PTTEP BCP BSRC , positive news on OPEC+ to delay supply increased by more month

Program Trading Buy PLANB KCE DOHOME COM7

vs Sell BAM( 2days consecutive sell)

BAM downgraded to Underperform from Neutral tp Bt 7, weak 3 Q24 Earnings yoy/qoq : lower cash collection/ weak NPA sale vs higher ECL

Today INVX published Databook ( mkt summary) and SET Event chart both Thai and English version ka