INVX Morning Call

INVX Morning Call 21/11/2565


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INVX 21/11/2565 : Prefer MAKRO SCGP, positive 4Q'65 Earnings/Football World Cup Play Prefer CPALL CENTEL MINT/ Flows Buy Tech Commerce/Chop Dee Mee Kuun+Property tax extention agenda for cabinet meeting on Wed. 30,2565 ( Prefer AP LH SPALI)
: Chop Dee Mee Kuun to reduce tax by 30,000 baht +10,000 baht for electronic items ( Gov. will subsidize by 8.2 bil.baht to boost Thai GDP by 0.1%-0.2%) effective on 1Jan.-15 Feb.2566
: FTSE Index review ( effective on Dec.16.2565) : Mid cap.Add +TLI/no delete / Micro cap.Add +Plus/no delete ***Unchange for Large cap./small cap.
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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