INVX 17/7/2566 : Flows Buy Tech Oil and Gold / 2Q'66 Earnings positive +BDMS ADVANC BBL BEM/ Strategy Prefer GULF GPSC CPALL SIRI SC

: GS Asia Pacific Weekly +MXAPJ rebounded 6%, led by North Asia (China +6%, HK/Taiwan/Korea +5%),

: Stocks of the Day Prefer GULF and CPALL for better 2H'66 Earnings play

: 2Q'66 Earnings results 19/7/2566 TTB Neutral tp 1.50/ 20 July BAY KKP /21 July BBL KBANK KTB KTC SCB***Prefer BBL KTB vs Regional flows Financial lagged

: Company viist 18 July 15.00 OSP/ 19 July PSH 13.00/ 20 July

: -1 sd Play Prefer CRC SCGP OR

: Research : ONEE -18% in 1 month from SET 100 deletion, -2 sd valuation Buy ONEE tp Bt 5.6 base on 24.6x PE***risk from TV Ad. Spending slowdown from Politics

China Premier Li Qiang signaled more support to internet companies.

PBOC hinted at further property policy easing and potential reductions in RRR and interest rates.

US Core CPI inflation hit 28-month low in June, sending DXY index to more than 1-year low.

Interest rate : : Our economists continue to expect a final 25bp hike at the July FOMC meeting