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INVX Morning Call 13/8/2567. Today XD PTTEP Bt 4.50/ DIF Bt 0.2222*** MOF Press Release for Vayupak Fund today at 14.00 / Fund Flows Buy Bond and Utilities Healthcare vs Sell Auto ( Tesla cancels Investment in Indonesia and Thailand) / Investment Theme : Earnings downgrade with mkt EPss’24 from Bt 91.40 to Bt 90 implied SET Index at 1400 by year end2024/ Research Cut target price BCP Outperform tp 44 / IVL Neutral tp Bt 19 from Bt 25/ THRE Outperform tp Bt 0.80 from Bt 1.05/TIDLOR Outperform tp Bt 17 from Bt 25/ Zen Neutral tp Bt 6.80 from Bt 7.50***Small Cap Play Prefer AU
By Jarivun AiempichitkijkarnINVX Morning Call 13/8/2567. Today XD PTTEP Bt 4.50/ DIF Bt 0.2222*** MOF Press Release for Vayupak Fund today at 14.00 / Fund Flows Buy Bond and Utilities Healthcare vs Sell Auto ( Tesla cancels Investment in Indonesia and Thailand) / Investment Theme : Earnings downgrade with mkt EPss’24 from Bt 91.40 to Bt 90 implied SET Index at 1400 by year end2024/ Research Cut target price BCP Outperform tp 44 / IVL Neutral tp Bt 19 from Bt 25/ THRE Outperform tp Bt 0.80 from Bt 1.05/TIDLOR Outperform tp Bt 17 from Bt 25/ Zen Neutral tp Bt 6.80 from Bt 7.50***Small Cap Play Prefer AU

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