INVX Morning Call

INVX Morning Call 19/8/2567


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INVX Morning Call 19/8/2567: Downgrade and Cut target price of MINT ERW AWC CENTEL / Program Trading Buy GLoBAL CRC MTC CPN JAS ***Research BTG Outperform tp Bt 28, positive Singapore #1 egg operator deal to add +6% Earnings in 2025, not yet factor in our forecast

Flows regional Buy Tech and Bank vs Sell Utilities and Materials


: Sector Winner weekly +Etron +2.09%, Food -1.17%, Bank -+0.45%, Energy +0.12% vs Tourism -7.98% and Commerce -4.11%

: Monday 19 August 2567 Thailand 2Q'24 GDP : mkt expectation at 2.4% yoy vs 1.5% yoy in 1Q'24

: Wed. 21 Aug. 2567 THAI MPC meeting on at 2.5%

: ETF Flows Buy Bond Financial Healthcare and Tech

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INVX Morning CallBy Jarivun Aiempichitkijkarn


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