INVX Morning Call

INVX Morning Call 14/2/2567


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INVX 14/2/2567 IPO EURO Bt 10.60 listing today in MAI/ Consumption ( rerate GLOBAL DOHOME HMPRO*Trinity FA) ***Stocks of the day Prefer BEM and PTT / Research Cut target price of AOT to Bt 80 from Bt 84/4Q23 Earnings miss : OR IRPC KCE***Mkt Talk : MSCI to remove China stocks from MSCI list due to lower mkt cap./ valuation***Higher US CPI to mark down NASDAQ -2% vs push Bond yield up to 4.3% and risk of Fed cut interest rate slower in 2H24
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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