INVX 11/4/2567: Digital Wallet impact on Thai GDP’24 from 2.5% to 3.2% and ‘25 from 3% to 3.2% / Fx ฿/US$ 36.50/37 and Interest rate’24 unchange and risk to hike 25 bps in 2025***Positive Commerce with Earnings upside on CPALL CPAXT BJC ***Warnings 1Q24 Earnings weak/ loss for BTG CPF vs Upside on GFPT and TU *** Today Administrative Court meeting for Orange line agenda (impact BEM)***Research Prefer BEM BJC SNNP ***Ramadan season endings/ Flows Sell GRM and Buy Beverage and SCGP