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INVX Morning Call 27/10/2024***INVX and GS expected more 0.25% rate cut on Dec18,2024 *** impact positive on SET Index by 19 points ( Mkt EPS +1.3%)
Sector benefit + Consumer Fin. and Property
*** Foreign net Buy both Equity and TFEX / SET 50 / 100 play ( calculated till Nov.30 and announcement mid Dec2024/effective on early Jan25).
SET50 Add BANPU COM7 SAWAD TCAP /Delete BCP CENTEL EA TIDLOR /
SET100 Add CCET COCOCO PR9 PTG/ Delete MBK RBF TIPH TOA ***
IPO TMAN Bt 16.30 listing on Tuesday 22 Oct 2024 SET / Pharmaceutical ยาแก้ไอน้ำตราไอยรา และยาดมโพรโพลิส ***
By Jarivun AiempichitkijkarnINVX Morning Call 27/10/2024***INVX and GS expected more 0.25% rate cut on Dec18,2024 *** impact positive on SET Index by 19 points ( Mkt EPS +1.3%)
Sector benefit + Consumer Fin. and Property
*** Foreign net Buy both Equity and TFEX / SET 50 / 100 play ( calculated till Nov.30 and announcement mid Dec2024/effective on early Jan25).
SET50 Add BANPU COM7 SAWAD TCAP /Delete BCP CENTEL EA TIDLOR /
SET100 Add CCET COCOCO PR9 PTG/ Delete MBK RBF TIPH TOA ***
IPO TMAN Bt 16.30 listing on Tuesday 22 Oct 2024 SET / Pharmaceutical ยาแก้ไอน้ำตราไอยรา และยาดมโพรโพลิส ***

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