INVX Morning Call

INVX Morning Call 1/7/2567


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INVX 1/7/2567: Today Effective date for new SET50/100 and Uptick Rule/ Share buyback COM7 starts / EA Khun Sompote physical meeting today 13.30 ( EA office) / Research TRUE Outperform tp Bt 10, 2Q24 core Earnings preview Bt 835 mn +4% QoQ/ sharp turnaround yoy from 2Q23 loss 2.3 bn*** upside from core Earnings24 at Bt 3,064 mn*** Overweight Telecom Prefer ADVANC and TRUE / Overweight Food Prefer CPF BTG / Program Trading active more Sell EA BYD JPARK vs Buy COM7 WiCE / Flows Buy ROCTEC + sector change from Media to ICT
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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