INVX 14/3/2566 : Cabinet meeting with EV/Orange line mass transit agenda : Neutral BEM tp Bt 9.50 vs Neutral BTS tp 5.80/Prefer CPALL AOT /GS warnings for US banks not crisis vs Prefer European banks

USD weak vs Fx THB/US$ appreciation vs Oil Gold hike. GS expected no Fed hike on Mar.21-22 before 25 bps hike in May June July 23.

Thai Cabinet meeting on Tue. 14/3/2566 with EV /Orange Line Mass Transit Agenda***Neutral BEM BTS

Research BAM Neutral tp Bt 16

Flows Buy BJC HMPRO OISHI( tender offer Bt 59) vs Sell BTS BTSGIF VGI / Insurance BLA TLI from bond yield/ Power GUNKUL ACE

14/3/2566 US CPI / Apple Iphone14 Yellow version GS Buy AAPL tp $ 199, +30% upside

14/3/2566 BGRIM XD Bt 0.035/EGCO Bt 3.25/ FORTH Bt 0.37

หุ้นธนาคารเฟิร์สท์ รีพับลิค แบงก์ (First Republic Bank) ร่วงลงกว่า 70% ทำให้หุ้นธนาคารลดลง แม้ว่ารัฐบาลจะอุ้มเงินฝากของ SVB

15/3/2566 IPO PRTR Bt 4.20/150 mil.shs, listing in SET/ Prof. ( HR business ) ***JMART holds 15%