INVX Morning Call 15/8/2567

INVX Strategy : SET Index target short term at 1250-1280 ,waiting for new PM ( Mkt Talk Chakawan Phuethai ) *** Negative impact Digital Wallet - Commerce CPALL CPAXT / 2 Q24 Earnings negative on KEX KCE SAWAD LH vs Positive CBG and CPF *** Sector weighting Overweight Telecom Food F&B Healthcare CPF high conviction list, Outperform with raise target price to Bt 29 and CBG Outperform with raise target price to Bt 91 *** Mkt Expectation new Government to issue คนละครึ่ง Positive TNP Food and Beverage / Cautious Commerce Consumer Finance Energy