INVX Morning Call

INVX Morning Call 1/4/2567


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INVX Alert 1/4/2567: Dr. Austin changed view for interest rate cut from
April 10 from Digital Wallet Factor in 4 Q24
Cautious BTS and STEC from Pink line accident issue
Research Prefer TU Outperform tp Bt 18, 16xPE, 1Q24 Earnings core profit Bt 922 mn+15%yoy/-25%qoq and better 2Q24 +qoq/yoy with no Red lobster Loss***High Conviction List
ERW CFO changed from คุณวรมน move to Hop Inn and replaced with คุณอภิญญา รองสายการเงินบช ***no impact / ERW Outperform tp Bt 6.00
Asia Pacific Weekly : Flows Buy India Election Play ( April-May) and Energy sector
HK closed today
China closed Thursday 4- Friday 5,2024
IPO
APO Bt 0.99/ MAI/Agri ( เอเชียน้ำมันปาล์ม) 2/4/2567
BPS MAI
QTCG Bt 1.20/MAI/Propcon 4/4/2567
Event
BTS Knowledge sharing session /Group 4/4/2567
Banking sector 5/4/2567 at 14.00 Group/MS Team
Transport sector 5/4/2567 at 14.00
Group/MS Team
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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