INVX Morning Call

INVX Morning Call 15/3/2567


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INVX 15/3/2567: Today FTSE adjusted port by day end/Foreign Flows Buy Equity and TFEX / China related stocks benefit Energy PTT PTTEP TOP BCP IVL PTTGC ((GS คาด Brent Oil to hit peak in June $85-87 vs 3/12 m at $80)/ BDI Play PSL TRA/ Rubber STA ***Program trading Buy STA AAV VGI ( 22 มีค สรุปการขาย KEX ทั้งหมดจะตัดปัญหาการตั้งด้อยค่าเงินลงทุน) ***Thai Cabinet meeting for 2024 Budget spending during March20-22+++Infrastructure and consumption/ Banking sector Interest rate cut 25 bps on April 10 and in June to hurt NIM ***Neutral Bank with BBL KTB sector picks vs GS Buy only TTB***Today XD SIRI Bt 0.10
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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