INVX 13/3/2567 : Stocks of the day Prefer XPG Buy tp Bt 2.30, base on 2xPBV, Net profit Bt 168 mn,high record with ICO Portal 3 deals Bt 3000 mn/SCGP cut tp to Bt 40 from Bt 51,-2SD M&P and Indonesia recovery play

:Flows Buy TRUE THCOM STGT XPG

:Commerce Prefer CPALL CRC Global to CPAXT

: 2Q’24 Strategy : Top picks Buy AOT GULF and GFPT SCGP KCE/ SET Index target at 1400-1450 ( 1Q’24)/ 1500(2Q’24)/1550(3Q’24) /1550-1600(4Q’24)

: Interest rate cut by 25 bps Benefit Utilities, Transport and Consumer Finance vs Negative Insurance and Auto

: XD today TLI Bt 0.34