INVX 20/5/2567 : Thailand GDP'2024 downside risk from 2.5%/Food sector Overweight Prefer CPF BTG TU/Research Neutral AAV raised target price to Bt 2.80(from Bt 2.60) but cut STANLY to Bt 206 from Bt 222

: Geopolitical Risk concern: GS expected Brent Oil to hit peak at $ 90/bbl +++PTTEP TOP BCP

: Analyst meeting feedback +++AMATA High Conviction list / Buy tp Bt 29.70/+ TOP high Oil and positive GRM+Geopolitical Benefit PTTEP BCP TOP vs Neutral SAWAD weak NIM( risk of SET 50 deletion vs Prefer TIDLOR)vs Slightly negative BJC ( 25% freefloat and potential add in SET50 on July 2567)

: GS expected 10 yr treasury yield at above 4% through year 2025***Upside Buy Tech

: Program trading Buy RCL TTA / SECURE SABUY/ SCGP

: Fund Flow : Foreign net buy both Equity and TFEX / Flows Buy DELTA HANA/ SCGP PTTGC/ TTA/ STGT AH vs Sell Tourism ERW CENTEL

: Analyst meeting today 10.00 MINT (MS Team), CHG (Zoom), SAPPE( Physical Ramkamhaeng)/ 13.30 HANA (Zoom) /14.00 SIRI (MS Team)/16.00 TCAP (Zoom)