INVX 22/12/2565 ***IPO MOSHI Bt 21 to list in SET/Commerce ***บอร์ด TRUE-DTAC นัดประชุม 22 ธ.ค. เพื่อกำหนดวันรับซื้อหุ้นคืน/Bank Prefer BBL KTB / Stocks of the Day Prefer BBL BCP

*** Flows to buy SET50/100 Play +DELTA CENTEL (SET50) +SABUY JAS(SET100) vs Sell Food sector(THB appreciation and slow export) /Sell Consumer Fin. and Deletion SAWAD TASCO

***Banking sector : Nov. loan growth slowdown from seasonal corporate repayment. 4Q’22 Earnings +y/-q / Sector Eg.22 at 16% vs Eg’23 at 13%. Outperform BBL KTB (sector pick) / Outperform KBANK KKP TTB / Neutral BAY TCAP TISCO