INVX 21/10/2024: Foreign Flows Buy Bank Tech Telecom vs Sell Consumer Auto

*** Program Trading Sell ADVANC VGI SINGER SGC***Research 3Q24 Earnings season for Bank Prefer BBL KTB KKP

**^Key Catalyst BOT MPC 18 Dec 2024 to cut rate by 0.25% to push SET Index by 19 points

*** Warning for OSP 3Q24 Earnings to book impairment loss Bt -1 bn from Myanmar divestment, core profit Bt 616 mn and 4Q24 stronger sales ,-1 SD Outperform tp Bt 29

*** Last Sunday 20 Oct 24 Indonesia Election

***Next Sunday 24 Oct 24 Japan Election