INVX 13/11/2566 : GS upgraded Thailand to Overweight 12m SET Index target 1580/Overweight Tech/Neutral Brent Oil 2024 at $ 92

: INVX Overweight Commerce Prefer CRC CPALL BJC GLOBAL

: Stocks of the Day Prefer CPALL and AOT

: Research Cut target price of CPALL Outperform to Bt 74 from Bt 78

Cut LH Neutral tp Bt 8.80 from Bt 11.00, cut Earnings’23 by 23%weak GRM, high Interest expenses and slow Transfer and Sales

MTC Neutral tp Bt 40, peaking credit cost and easing NPLs inflow. Market talked on short covering

BAM Neutral tp Bt 9.00, 3Q’23 smaller gain on NPLs and NPAs. 4Q’23 Earning seasonally rise qoq but fall yoy

AU stock note Buy tp Bt 13. base on DCF and DY 2.5%

EPG Neutral tp Bt 8.20,2Q’24 Strong Earnings from equity income

CBG Neutral tp Bt 86,3Q’23 Earnings in line but mkt talked on Short covering