INVX 2/11/2565 : Today BTG IPO Bt 40 trading in SET/Food /EV Board meeting on Nov.23/Mkt talked on Potential House Dis. on Nov.23,65
Market talked on positive China Reopening plan and USD Depreciation offer trading opportunity for Equity :short covering
Strategy Prefer 3Q’65 Earnings play CRC CPALL BDMS LH/ Laggard -1.5 SD PBV : MTC GPSC BGRIM SCGP/Foreign Flows Prefer BBL PTT AOT
Global equities gained 3.3%; Led by DM and Value
3Q'65 Earnings season better than expected/BOE MPC meeting on Nov.3 / Lower 2022 S&P 500 forecast to +5% growth from +9% and 0% in 2023 from +8%
Cautious Petrochem : Outperform IVL tp Bt 66/ Neutral GGC PTTGC
3Q’65 Earnings preview for Finance sector Outperform AEONTS tp Bt 203/ MTC tp Bt 58/TIDLOR tp Bt 36 vs Neutral SAWAD THANI vs KTC