INVX 16/1/2566 : Flows to Buy Energy BCP ( ESSO deal to add MSCI), Consumer Finance ( Pre-Election Rally) MTC SAWAD vs AEONT tone down vs Sell Tech and TKN from weak Earnings/ ASIAN Fx THB appreciation theme.

: Warning for Bank Food (22 Jan.Chineses NY)and Tourism sector from valuation stretch

: TRUE+DTAC stop trading during 20 Feb.-2 March 2566 / 23 Feb. TRUE DTAC EGM meeting / New company” TRUE” starts trading on 3 March 2566

: GS Asia-Pacific Weekly Kickstart: MXAPJ rallied another 4%, led by Taiwan Philippines China Korea/ Tech and Materials rallied***Regional earnings growth +14% in 2024 from 4% this year

: Stocks of the day Prefer ZEN and BEM

: Market Talk : IPO BIGC tentative in 3Q’66

: Weekly Sector Winner + Food +2.53%, Bank +1.50%, Health +1.10%, Energy +0.81% vx Toursim -0.24%, Trans -0.38% wow