INVX 11/7/2566 : Funds Flow Buy Energy PTT PTTEP PTTGC BCP TOP ESSO vs INVX Prefer BCP OR
: Stocks of the Day Buy MINT BCH/ Bi-Weekly Strategy Prefer ADVANC BDMS LH CRC SCGP/ Research Buy BCP tp Bt 22, -2 sd, better 2H'66 Earnings
: INVX Strong Buy ( High Conviction list ) ADVANC BDMS BCH CPALL
: 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
: 2Q’66 Earnings result : 12 July TISCO/ 19 July TTB/ 20 July BAY KKP***
: BCH Outperform tp Bt 22,-2sd, 32x PE, 2Q’66 Earnings preview Bt 277 mil., -76% yoy from high base 2022 Covid19 revenue, +9%qoq.