INVX Morning Call 19/11/2024: Today Gov. meeting for Econ. Stimulus package and INVX NKT PDIE Group meeting today at 15.00 MS Team

SET Index target : GS 12 m at 1500 Underweight/ INVX targets 1450-1480 with year end 2024 at 1500

Theme USD Stronger for Longer :

INVX FxTHB/USD

3 /6/12 m

35/35.50/36

GS

3/6/12 m

1. ​50/36/36.50

Foreign net buy with better 3Q24 Thai GDP +++ Flows Buy Bank ,Property AP SIRI , Tourism , Commerce

Program Trading Buy CCET ERW SPRC

CCET positive 9 M24 Earnings with trading on SET 100 and MSCI small cap addition

Selling THG TU and Chinese related PRM RCL STA AMATA