INVX 12/6/2567: INVX 12/6/2567 : Strategy 3’Q24 Top picks Prefer ADVANC KCE OSP PTTGC TU base on Earnings recovery

SET Index target 2567 : 1300 Buy Opportunity vs Target 1450-1500 by year end 2567 ***Research GLOBAL Outperform tp Bt 15.50 base on DCF, better Steel price back to normal level and SSSg recovery with higher margin from House brand / Stocks of the day. Prefer HANA and Gulf better 2Q24 Earnings play *** Today FOMC and BOT meeting, expected unchanged policy / Court meeting for Orange line Prefer BEM to BTS