INVX 15/11/2024

Investment Theme : Fx THB weak ( 35/35.50/36 in 3/6/12 m 2025) / Interest rate cut ( 18 Dec 24 by 0.25% and 1H2025 by 0.25%+0.25%) / SET50/100 Play + CCET PR9

SET Index target end 2024 at 1500 and 2025 at 1550

NKT รพ นครธน IPO to be listed in SET/Healthcare

Program Trading Buy CENTEL(3Q24 Earnings better than mkt exp by 20% ) / CRC (3Q24 Earnings better / Gov.Stimulus package benefit)/OSP/EPG vs Sell TL

Research : GULF 3Q24 Earnings high record with 4 Q24 Earnings highest record with upside risk from Outperform tp Bt 70

Analyst meeting summary

Positive : BTG CRC

Neutral. : BJC GPSC SPRC OR TOP

Stocks of the Day Prefer CPF and CPAXT