INVX 20/8/2567 : Foreign net Buy both Equity ( if excluding SCCC big lot @Bt 160 from #1 Shareholder Sunrise and next Tender Offer) and TFEX ***

INVX assumption for Thai Interest rate cut on Oct16 and Dec.18,2567 by each 25 bps to 2% in 2024 to boost economy and relax strengthening Thai Baht+++

Positive to Bank Consumer Finance Consumption/

Investment Theme : 3Q24 and 2 H24 Earnings Outlook Electronic DELTA / Food BTG TU / Healthcare BDMS BD / Telecom TRUE ADVANC / Gulf/BEM***

Thai ESG Play Prefer ADVANC AOT BDMS BBL CPALL KTB GULF ***