INVX 1/3/2567: March Rommadon season-BH/ China Free Visa ( vs Taylor Swift Concert in S’pore +S’pore Hotel OCR +10%/ Airline vol.+20%) / Virtual Bank 3 licenses submission( KTB+Gulf/ SCB+Kakao bank/ JMART or TRUE)/ XD big cap. season/ Crypto mining in March-April +Crypto vs- Equity/ Flows Buy US Japan India Indo. / Program trading 51.37% of total trading vol. Sell BJC (MSCI large cap.),BEC,EGCO, GUNKUL, SUPER ***Research AH cut tp to Bt 38 from Bt 44, cut Earnings’24 by 9%, weak Equity income and cautious Auto sector***