INVX 12/6/2566 : Key factors to watch : ( Thai Politics /FOMC meeting 13-14 June on hold/ SET 50/100 new list announcement mid June/ BOJ ECB to hike rate /FTSE Index review impact June 16 closing price/Sector change MINT NEX on June 14,65***

Funds Flow : Asia Pacific weekly Buy Energy vs Sell Tech

GS US Economics June FOME Preview 2023 at 5.40( one more hike in July 2023) vs cut in Year'24 -'25: 5 Stocks( MINT BIOTEC TWPC NEX WAVE WINNER) to be changed sector, effective on June 14, 2566

GS lowers Brent forecast to end 2023 at $86 (from $95) and to average at $82 in 2023 (from $88) as supply beats in sanctioned economies, Russia and Iran.

***GS raises S&P 500 year-end target to 4500 (from 4000), 5% upside, as a “catch-up” from a broader valuation re-rating beyond mega cap Tech.

2024 Brent forecast to end at $100 (from $93) and to average $99 in 2024 (from $91), due to OPEC+ cuts.

INVX Research : Buy NYT – Stock Note Buy TP Bt4.60-4.90.: NYT expects 2023 revenue growth of +8-9% after easing chip shortage, utilization rate of almost 100%, and rental rate increase (+10% in every 3 years).