INVX Morning Call 16/9/2567***

***Today China ( Full Moon Fedtival)and Japan Holliday

*** Funds Flow Focused on Small - Medium Cap stocks

***Interest rate cut theme and Fx THB appreciation ( GS expected to see THB/ USD short term at Bt 32US$ ) and Virtual Banking License Play

***Bank Prefer BBL KTB/ Property Prefer AP SIRI SPALI

***Stocks of the. day Prefer GULF UI pride from INTUCH Amalgamation , -1 sd and AMATA High Conviction List , high record backlog and Land Sales Target upside

*** Warning for Food sector - Seasonal low from Vegetarian Festival( 3-11 Oct) and negative Fx appreciation

***Funds Flow Buy India Singapore vs Sell China HK Thailand with Sector outperformed Telecom and Materials but Sell Energy Oil downside / Cautious Petrochem