INVX 13/5/2567: Trading Stocks Prefer CPALL AOT ( Rainy season usually negative sentiment on Conmat Property Commerce Tourism) *** Regional Flows Buy Tech Transport Property vs Sell Commerce Auto Communication/ Research Overweight Food BTG Outperform/raised target price to Bt 26 / IVL Underperform/ cut target price to Bt 30 from Bt 32 / THANI Underperform /cut target price to Bt 2.20 from Bt 2.45 vs Prefer TIDLOR and MTC*** Small Cap Play Prefer AU TNP vs NER Underperform *** GS Buy WHA to Bt 5.70 and CPALL to Bt 72.50***MSCI Semi Annual Index review announcement tmr 14/5/2567 ( mkt talk reduce weighting from Thailand vs HK +11% in 1 month)