Mkt talk : Warning Alert for All Inspire property ***ALL มีการเลื่อนหุ้นกู้มาแล้ว 2 ครั้ง

: Chinese holiday ( 22-23 June 2566) /Banking sector Prefer BBL KTB vs weak loan growth BAY KBANK/ Stocks of the Day Prefer BBL BDMS

: Investment Theme -Negative on Thai Politics/ Thai Export’2566 at -2%/ El Nino impact -Agribusiness/ BOT tightened regulation on Household debt -Consumer Finance/ Foreign Prefer USD vs Sell TFEX and Equity

: Bank - Sluggish loan growth in May : The sector’s loan growth was weak in May at +0.2% MoM +0.6% YoY -0.3% in 5M23. SCB and BBL had the strongest loan growth at +1% MoM and +0.8% MoM, while BAY and KBANK saw a MoM contraction