INVX 20/3/2567: IPO BKGI @Bt 1.63 SET/Healthcare***INVX Event Tourism Day today (Group/ MS Team) 13.45 AAV/14.30 MINT/15.15 CENTEL/ 16.00 ERW***Research Electronic sector : 1H’24 weak profit but hope for 2 H24 recovery Prefer KCE ( not in ESG list),HANA to DELTA (Risk of SET50 deletion)***Petrochem Cautious ( Neutral IVL and PTTGC vs Prefer Refinery ***GS Asia Pacific Portfolio Downgrade Healthcare to Neutral vs Upgrade Property to Overweight ( rate cut) ***Foreign net sell 18,000 mn (19-20/3/2567) from AWC restructuring crossing *** INVX : GS 18-19 Mar. 2024 GOAL Kickstart

Overweight Equity Overweight S&P 500 ( 12 m 5,200) and TOPIX ( 12 m 2,900)/

Neutral Cash and Commodity ( 3/6/12 m Brent Oil 85/86/80 and Gold (2175/2200/2300)/

YTD Asset +Etheleum +Copper vs -Tech -US 10 yr Bond