INVX 20/9/2566 : IPO SINO Logistic Bt 1.40 listing in SET today

***MBK-5,733,898 shs. From W1-4 conversionto trade on 21/9/2566

Prefer TOP BBL vs Cautious Petrochem

: Today effective date for FT cut and Diesel subsidiary extension

: Mkt talk on higher wage rate at Bt 400 (+13% from current rate to impact corporate cost by 15%) Negative to Contractor and Property sector ( Prefer AP SIRI vs Underperform QH LPN PSH)

: INVX Event : 4Q’23 Strategy Group/ MS Team meeting on Friday 22/9/2566 at 15.00-16.00

: INVX Corporate Day on Wed. 4 Oct.2566 : BCH (Healthcare), BCP( Energy Refinery play), XPG ( Digital Asset play)