INVX 14/8/2567 : Downgrade AP cut tp to Bt 10.60(from 13.60)/Cut tp AH BAM BGRIM BJC DIF

: Strategy Overweight Telecom ADVANC TRUE/ Healthcare BDMS BH /Energy Gulf BCP TOP vs Cautious Auto Finance

: INVX base case PM Setha’s Court case to be pass at today’s 3 pm meeting

: Entertainment Complex to be not supported by K. Anutin, Poom Jai Thai party : negative to Tourism and AWC ( MSCI deletion )

: Market EPS to be cut by 2Q’24 Earnings to drag SET Index target’24 to 1400 ( GS targets SET Index 12 m at 1390 )