INVX 2/10/2567 : Positive Vayupak Fund Inflow and Google Investment push SET Index to 1450-1500

GS upgraded Gold 3/6/12 m to $ 2750/2900/3040

GS 12 m Overweight Equities and Commodities vs Neutral Cash/ Bond

US Election Play ( historical track record 3 m after US Election) impact positive on Thai Financial / Property/ Transportation : Buy AOT AP SIRI BBL CPALL GULF

Stocks of the day Prefer PTTEP and GULF

Factors to watch : Thursday 3 Oct : CPAXT to resume trading ( 1:0.9856)/ Gulf 1.00519+ INTUCH 1.07380 EGM voting

: Friday 4 Oct IPO OKJ Bt 6.7/ Food/ SET